“I was going to be a sales person representing that I managed the portfolio. I couldn’t live with that.”
If you've avoided wealth management services in the past because they were expensive, cumbersome and time consuming, welcome to the world of the online robo adviser. As the new alternative to human financial planners, robo adviser-based investment platforms are making automated portfolio management accessible, affordable, and amazingly convenient.
A simple question what is sustainability for a wealth manager deserves a simple answer.
We all suffer from some status envy, but often those status symbols are merely mirages. They're not real.