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How to Find a Financial Adviser - WSJ
Who should be putting together your portfolio in 2015—a person, a machine or both?
It used to be a straightforward job to get help making investments: People sought out financial advisers and weighed them based on the type of fees they charged and how much hand-holding they provided clients.
Now the choice has become more complicated thanks to “robo advisers,” or online services that suggest custom portfolios based on algorithms. There are also mixtures of old and new, with some traditional advisers beginning to offer computerized portfolio tools.