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Home / Columns and Features / Things clients should consider before investing with a robo-adviser (access required)

Things clients should consider before investing with a robo-adviser (access required)

One of the trends that has transformed the financial services marketplace in recent decades is the increased complexity of financial products and services. Innovative technologies have resulted in a proliferation of new products designed to hedge market risk. As we have seen, some of these complex products have actually contributed to market instability. Innovative technologies ...

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The seasonal risk of mutual funds: capital gain distributions (access required)

One of the trends that has transformed the financial services marketplace in recent decades is the increased complexity of financial ...