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Forum: Active Investing, Market Strategies & Alternative Assets 04-18-2019, 10:51 PM
Replies: 22
Views: 4,710
Posted By triangle
Before I read this thread I had expected these...

Before I read this thread I had expected these Robo advisors to be more sophisticated. To take a two step approach, where step 1 would have the client list all household assets. e.g. home value,...
Forum: Active Investing, Market Strategies & Alternative Assets 04-17-2019, 09:12 PM
Replies: 22
Views: 4,710
Posted By triangle
Why would the Schwab Robo advisor (or any...

Why would the Schwab Robo advisor (or any similar robo advisor) insist that the client hold a cash position? Is there not an option to say "no" that there is already a separate cash position that...
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