July 21, 2015
Do you see robo-advice platforms as more of a threat or an opportunity for flesh-and-blood financial advisors?
|Threat. Functionality around asset selection and allocation and tax management leave me with more to offer, but it’ll be a harder sell.|
|Opportunity. Advisors who can blend robo tech with traditional approaches will be in play for clients who aren’t diehard do-it-yourselfers.|
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|