Business Insider reached out to Kevin with a request that then lead into the article they published. “We understand your work at Moenio involves helping families find or evaluate financial advisors. What can you share with us that would be interesting to others.” After putting some thoughts together one key area kept coming up – protecting
Insights / Thoughts
Kevin Neal, CEO of Moenio and founder, discusses the role of active management versus passive management. A regular host on Bloomberg, Kevin is a leading authority on client advocacy issues when advising clients on their choice and experiences with financial advisors, bankers, and brokers – what should you expect in performance, what fees should you be paying, are
Barron’s interviewed our Founder and CEO Kevin Neal on robo-adivsing and how to evaluate them. When trying to find an advisor or find the best advisor, it is important to understand how the advisors are investing and the advisors fees. But, more importantly, how do they match-up when you compare them to something like robo-advising.
You receive it every month with a predictability unlike most things in your life. It arrives, whether through an email ping or a packet in your mail, the same time and same place each month without fail. What is it that holds this place in your life? A predictability you can set a watch to