We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.Topics covered include:<ul><li>How large are the top 5 robo-advisors</li><li>Robo-advisor fees</li><li>Robo-advisor holdings</li><li>Why robo-advisors are turning toward direct indexing for tax loss harvesting</li><li>How much excess return does tax loss harvesting generate</li><li>Who can benefit from using robo-advisors</li></ul>Sponsors<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a>LinkedIn Jobs –&nbsp;<a href="https://linkedin.com/david" rel="noopener noreferrer" target="_blank">Use this link to post your job for free on LinkedIn Jobs</a>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3841727" rel="noopener noreferrer" target="_blank">The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN</a><a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3351382" rel="noopener noreferrer" target="_blank">An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN</a>Related Episodes<a href="https://moneyfortherestofus.com/398-when-to-hire-an-investment-advisor/" rel="noopener noreferrer" target="_blank">398: When Should You Hire An Investment Advisor? Two Case Studies</a><a href="https://moneyfortherestofus.com/episode-92-robo-advisors-recommend-2/" rel="noopener noreferrer" target="_blank">92: What Robo-Advisors Recommend</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

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