Category: Operations and Technology

1 post categorized as "Operations and Technology"


You already have all the tools to beat robos. Here’s how.

June 15, 2016

When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids…

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