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A tumultuous start to the year for popular robo advisors saw SoFi Wealth avoiding the deepest losses in taxable accounts, while active-strategy holdings at T. Rowe Price led the way for IRAs.
Women are less confident than men about investing, advisors help military families boost savings and Wealthbox teams with SmartAsset on lead generation.
Just as HGTV did not make interior designers obsolete, robo advisors will not replace flesh-and-blood advisors, but they will provide more scalability.
Protecting confidential consumer information requires not only a technology solution, but a community solution with a commitment to a global standard of trust that benefits all stakeholders including the general public.
