Robo-Advisors vs. Humans: Gauging the Outer Limits of Automated Financial Advice

The following is a guest post by Rick Rivera, a partner at Safeguard Investment Advisory Group. Rick has more than two decades of experience in the financial industry providing guidance to those planning for retirement. He is an investment advisor representative holding a series 65 license, as well as Life-Only and Accident and Health licenses in California. The use of robo-advisors... Read Article →