Choosing The Best Robo Advisors – An Interview with the Top Robo Advisor Expert, Barbara Friedberg

We interview veteran portfolio manager Barbara Friedberg to discover the best robo advisors you should consider for your portfolio. Barbara is an author, fintech consultant, and former university finance instructor. She is one of the foremost experts on robo advisor platforms.

She joins us today to talk about the essential details you need to know and how to differentiate each from their peers.

Tim Picciott, Andy Wang, Kirk, and Miranda joins us this week on our panel to discuss how robo-advisors are affecting the financial service industry.

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Today’s Guest, Barbara Friedberg:

Barbara A. Friedberg, MBA, MS is a veteran portfolio manager, fintech consultant, expert investor, author and former university finance instructor. She is CEO of Robo-Advisor, a robo-advisor review and information website. Her work is found on US News and World Report, InvestorPlace, and more.


Barbara Friedberg’s online presence: (free downloadable)


Social: Twitter @barbfriedberg, @roboadvisorpros and LinkedIn


Books referenced:

A Random Walk Down Wall Street- Malkiel

Elements of Investing – Malkiel and Ellis

Invest and Beat the Pros-Create and Manage a Successful Investment Portfolio

Personal Finance; An Encyclopedia of Modern Money Management (publisher, Greenwood Press)

How to Get Rich; Without Winning the Lottery


Today’s Panelists

Kirk Chisholm | Innovative Wealth

Tim Picciott | The Liberty Advisor

Andy Wang | Runnymede Capital Investments

Miranda Marquit | Planting Money Seed

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