Advisors and robo-advisors generally ask clients 5 simple questions, maybe 6 – punch in your age, your current investable assets, annual investable income, the investment horizon, your risk appetite, that’s it. There is other important information you may be missing.
from Forbes Real Time https://www.forbes.com/sites/greatspeculations/2018/01/18/the-important-question-your-advisor-or-robo-advisor-may-not-be-answering/
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