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  2. Wealth strategies that used to be reserved for billionaires ...

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    These personalized portfolios used to be out of reach of the merely affluent, requiring steep account minimums. Over the past five years, direct indexing has exploded as technological advancements ...

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

  4. Best IRA accounts in 2025 - AOL

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    Schwab Intelligent Portfolios. Schwab brings its investor-friendly street cred to Schwab Intelligent Portfolios, a robo-advisor that manages your IRA with a personalized portfolio. You’ll enjoy ...

  5. Wealthsimple - Wikipedia

    en.wikipedia.org/wiki/Wealthsimple

    Wealthsimple Invest is the company's automated investing service, which manages users' investments via a personalized portfolio of low-fee exchange-traded funds. [ 26 ] Via Wealthsimple for Advisors and also for firms via Wealthsimple for Work , Wealthsimple combines a robo-advisor platform with access to live advisors.

  6. Robo-advisors: How these intelligent platforms manage your ...

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    Robo-advisors offer competitively low advisory fees. Some robo-advisors charge no advisory fees. This is a great perk for both new or experienced investors, as it puts more of your money toward ...

  7. Robo-advisor - Wikipedia

    en.wikipedia.org/wiki/Robo-advisor

    The first robo-advisor Betterment was launched in 2010 as a direct-to-consumer model by Jon Stein. [8] Thereafter, robo-advisors increased in popularity. [9] Before robo-advisers, online portfolio management interfaces existed since the early 2000s and these interfaces were used by financial managers to manage and balance clients' assets.

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