Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
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Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
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We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.
Topics covered include:
- How large are the top 5 robo-advisors
- Robo-advisor fees
- Robo-advisor holdings
- Why robo-advisors are turning toward direct indexing for tax loss harvesting
- How much excess return does tax loss harvesting generate
- Who can benefit from using robo-advisors
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Show Notes
The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN
An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN
Related Episodes
398: When Should You Hire An Investment Advisor? Two Case Studies
92: What Robo-Advisors Recommend
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