Episode 73 - Are the robots our friends?

Morning Star has released their 2025 Robo-Advisor report and we were excited to dig in and find out what if anything has changed in 2 years. The discussion includes:

1. The state of robo advisors in 2025

2. Who are the leaders per the semi-annual Morning Star 2025 Robo-Advisor Report and which if any are different from 2023?

3. Does this still represent a  good option for  beginning, journeyman and late stage investors?

This is one of our favorite episodes so let’s dive in and find out what’s up with Robo-Advisors in 2025!

Link to the Morning Star article:

https://www.morningstar.com/financial-advisors/best-robo-advisors