Published On Jun 13, 2024
Meet with PWL Capital: https://calendly.com/d/cpws-jyp-znp
When robo-advisors first came onto the scene, they were pitched as an easy way to access index funds. These digital platforms provide algorithm-driven financial planning and investment services, with little to no human supervision, and typically use passive investment strategies. But while this technology has revolutionized access, not all robo-advisors are created equal. In today’s episode, Mark, Ben, and Cameron sit down to discuss the role of robo-advisors as passive investors, and the performance disparity in robo-advisor returns, as they investigate different robo-advisors, from Wealthsimple to Wealthfront. Next, in this week’s version of ‘Would you rather?’, we have robo-advisors pairing off against active bank mutual funds, with each of our hosts debating the pros and cons of these two approaches. For our aftershow section, we discuss listener feedback, interesting community discussions, Ben’s addiction to Excel, and much more. Tune in for a deep dive into robo-advisors and how to navigate this technology!
Timestamps:
0:00:00 Intro
0:05:38 Main Topic: Are Robo Advisors Passive Investors?
0:39:08 Would You Rather?
0:45:39 Aftershow
Links From Today’s Episode:
Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/t....
Rational Reminder Website — https://rationalreminder.ca/
Rational Reminder on Instagram — / rationalreminder
Rational Reminder on X — https://x.com/RationalRemind
Rational Reminder on YouTube — / channel
Rational Reminder Email — [email protected]
Benjamin Felix — https://www.pwlcapital.com/author/ben...
Benjamin on X — https://x.com/benjaminwfelix
Benjamin on LinkedIn — / benjaminwfelix
Cameron Passmore — https://www.pwlcapital.com/profile/ca...
Cameron on X — https://x.com/CameronPassmore
Cameron on LinkedIn — / cameronpassmore
Mark McGrath on LinkedIn — / markmcgrathcfp
Mark McGrath on X — https://x.com/MarkMcGrathCFP
Wealthsimple — https://www.wealthsimple.com/en-ca
Wealthfront — https://invest.wealthfront.com/
Rational Reminder Episode 308: Dan Bortolotti —
Episode 299: The Most Important Lessons in Investing — https://rationalreminder.ca/podcast/299
The Money Scope Podcast — https://moneyscope.ca/
Episode 251: Covered Calls — https://rationalreminder.ca/podcast/251
Papers From Today’s Episode:
‘Are Banks Better Money Doctors?’ — https://www.researchgate.net/publicat...
377037694_Are_banks_better_money_doctors_An_analysis_of_mutual_fund_flows_of_bank_and_non-bank_funds_using_Canadian_data