Link Last Checked: December 11, 2018

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SEC Investor Education Bulletin on Robo-Advisers

The last few years have seen the growth in availability and popularity of automated digital investment advisory programs (often called “robo-advisers”).  These programs allow individual investors to create and manage their investment accounts through a web portal or mobile application, sometimes with little or no interaction with a human being with the potential benefit of lower costs than traditional investment advisory programs.  The SEC’s Office of Investor Education and Advocacy is issuing this Investor Bulletin to educate investors about these programs, and to help investors using robo-advisers to make informed decisions in meeting their investment goals.  

Visit: SEC Investor Education Bulletin on Robo-Advisers