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Why Your Robo-Advisor Is Failing You?

by Todd McLay

May 19, 2020

Technology is making almost every industry better in the world.  

But during the advancement to seek better service or offering, there usually are gaps.Robo-advisors are amazing platforms for early-stage investors that do not want to invest with a traditional bank or mutual fund company.  

However, an investor with a larger amount of assets should be aware of the significant limitations within these platforms.  

Here we discuss the 3 main shortfalls of Robo-advisors today.

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Todd McLay is currently licensed in: British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Todd Bergstresser is currently licensed in Saskatchewan, Alberta British Comlumbia.  Mike McKague is currently licensed in Saskatchewan.

GSI advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance-related products and/or financial planning services. These services are not offered through Gravitas Securities Inc., however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.

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