Tag: US Bank
Posted on March 8, 2020
- The recent shock from the coronavirus has pushed the down S&P 500 down as much as 27%
- The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
- Only a few robo advisors have heavy fixed income allocation to Treasury bonds, one of the few areas of the market that has fared well during the crisis
Posted on March 5, 2020
- The recent shock from the coronavirus has pushed the down S&P 500 down as much as 15%
- The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
- Most robos exhibited similar upside and downside capture ratios, with a few exceptions
Posted on May 8, 2019
Although initially seen as a disruptor to the financial services industry, digital investing and robo advisors continue to expand markets, engage previously underserved clients, and encourage traditional wealth managers to embrace technology.
This past quarter we spoke with Karen Wimbish, Head of Product for U.S. Bancorp Investments and Financial Planning, about her experience with Automated Investor, U.S. Bank’s digital investing platform.
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