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Re:The Rich Are Already Using Robo-Advisers, and That Scares... by bradleyjg on Sunday February 07, 2016 @11:40AM (#11053444)
You want a lawyer and an accountant (both with fiduciary duties) not a salesman.
Re:The Rich Are Already Using Robo-Advisers, and That Scares... by prostoalex on Monday February 08, 2016 @12:35AM (#11056508)
Most accountants will steer clear of producing any advice, their m.o. is more of "here're scenarios A, B, and C, portfolios D, E and F, and 9 projected behaviors of those portfolios in aforementioned scenarios. Let us know what you would like to execute." and a five-digit bill 30 days later.