Introduction

Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors.

Timestamps:

What's a Robo-Advisor?

Investor Benefits From Robo-Advisors

Did 2022 Stand Up Against 2023?

Tax Loss Harvesting

Limitations of Digital Investment Advice

Robo-Advice vs. Human Advice

Robo-Advisor Fees

The Best Robo-Advisors Advisors of 2023

Schwab Intelligent Portfolios

Fidelity Go

Vanguard Robo-Advisor

The Worst Robo-Advisor

Read about topics from this episode. 

The Best Robo-Advisors of 2023

What Is a Robo-Advisor?

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

What to watch from Morningstar.

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal

Economy Outshines ‘Uneventful Earnings'

Microsoft Bets Big on AI: What Investors Should Know, Part Two

Read what our team is writing:

Ivanna Hampton

Amy C. Arnott

Gabriel Denis

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