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Don Trone: How to Build and Maintain a Robo-FiduciarySM

3ethos CEO Don Trone published an article for Napa-net.org on the how financial advisors can incorporate technology to provide a fiduciary level in robo-advisors.


This year marks the 10th anniversary of the launch of the first robo-advisors. However, the concept of using technology to deliver a prudently diversified portfolio based on an investor’s risk/ return profile dates back more than 25 years. In the mid-1990s, Charles Schwab was developing a kiosk-based platform to deliver cost-effective investment solutions that met a fiduciary standard of care.


A PDF of the full article is linked here.


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