Money For the Rest of Us

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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