There are more and more robo-advisors launching in Canada all the time. The CEO of ModernAdvisor, Navid Boostani, joins me to discuss his company’s offering. Of note, they claim to be the first robo-advisor to offer socially responsible investing (SRI) strategies.
We have a good discussion on whether or not socially responsible investing leaves some performance on the table compared to non-constrained portfolios, and also discuss the term “robo-advisor”. Shouldn’t we just call it “robo-investing”? When will we see the first “robo-PLANNER”?
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Robo-planner seems more farfetched to me. Planning by its nature is much more complex and personlized, whereas good investment portfolios are easy to construct for everyone with low cost ETFs. Navigating disability insurance, life insurnace, wills, trusts, budgets, and more will take some more time to figure out well