Guest Article

Beating the Robo-Advisor Challenge: How to turn personal service into a decisive advantage over self-directed investment websites

By | Guest Article

How does today’s advisor counter the emergence of robo-advisor websites, which provide investors with a set of self-directed investment tools, and eliminate much of the cost of traditional advisory services? This article examines how the human element remains the differentiating factor that can give traditional advisors a distinct competitive advantage over technology-only solutions.

Read More

Send this to a friend