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ֺ+  Դ 2018-01-07 15:00 Ҫ( )

uƽ̨Ѷ1227ϢеĶƺҪܼҾܴƷǶڿƻõӰδƺδ

uƽ̨Ѷ1227ϢеĶƺҪˡҾܴƷܡǶڿƻõӰδƺδuƽ̨ҲôֿɼȻҵӸڲƷ㵽ͻҲûзŹȵ㡱ĻͶˡˮһǴҵ͹˾ǻ˾ͳڻȻ֪һҹ֮ȯչ˾ƳԼͶ˲ƷͶƽ̨

ΪͶ˵ķԴ֮һĿǰѳΪͶҵչͷ֤(SEC)20172·ġͶ˼ָϡ(Guidance Update: Robo-Advisers¼ָϡ)Ͷ˶Ϊ㷨ijִuƽ̨ΪͻṩȫȨίе˻עͶʹʡ 201710µʾȫʲģǰ10λͶ˹˾ռ8ϯӰϴİWealthfront, Betterment, The Vanguard Group, Charles Schwab Corporation, Personal Capital

гڻڵij֮зӦܳͶʱȻҵ˲Ϊ㷢ƽƳͶ˲Ʒ;ǽuƽ̨˾ƽ̨һЩͶѯǼͬһʱƳͶ˲ƷϺϺuƽ̨޹˾ƳAppͶRAħͶ;ȯԼֱչ˾й˾Ҳ׷ƳԼͶƽ̨

˵ͶгķչȻڳ׶Ӳ಻ķͶ˴ͶߵıѾ߸˴ͳͶʷʽ

һǴڷɢͶʵĿܶͶ߶йֽڲƷͳͶʷʽʱͶնһ㶼Ͷƫṩһʡʱʡ;ǷظΪֱϸǴͳڲƷͶƽ̨ṩķղʾ׼ȷӳͶߵķͶ˵ġƷϳСչʾģʽͶ߸ֱ۵ѡԼҪķյȼƷͶˡơģʽҲ˷ؽϴͳͶģʽΪϸ;ӮгʴͶƽ̨ݺƼ˷˵һͶƷֱ紿ƱͻծȯͻǵͨͬʲڿӮг

ԿͻרҵͶʹҲԷḻͶģʽDZȽӦͨɢӹ˾߹߱ʾӴչջݽڵĽǶͶҲ֧

Ϻuƽ̨޹˾̥ڽuƽ̨๫˾һͶʽѾӵһڱӵһҳϵĿͻuAppڸӦ̵ҲͬӦǰ

Ӷеİ׺ӵȫͶAppΨһһṩ׺пӻĻزѡɹͨţ˵ƽ̨ûԶţ˲Ͷ˷۵ͲԵȵӸͨǿļ϶෽ѶھӿѧͶʷ

תע

1.վѭҵ淶κתصĸȷעߺԴ2.վԭתʱעߺԴԭΪǽ׷Σ3.ͶܻᾭDZ༭޸Ļ򲹳

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