Part 3: Running and Operating Your Own Robo-Advisor
Robo-advisors are not manual algorithms but are automated to ensure the portfolio is consistently in good standing. This section covers the additional requirements to run and operate a Robo-advisor continuously.
This section has the following chapters:
- Chapter 13, Performance Reporting
- Chapter 14, Rebalancing
- Chapter 15, Dividends and Fee Management
- Chapter 16, Regulations for Robo-Advisors