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50% of robo-advisors surveyed did not pass ‘portfolio construction maturity’ test

An alarming fifty percent of robo-advisory firms in Asia – surveyed by education firm, Kaplan – failed a ‘portfolio construction maturity’ evaluation, according to a white paper published by the education company. According to Elena Okhonko, author of the paper and a Singapore-based financial advisor, the eight (out of a surveyed 16) robo-advisors that did not pass the test were…

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