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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.

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September 25, 2017 - 12:15 PM Central Standard Time
Orion Fuse Integrations: Kwanti | Portfolio Analytics
Join Eddie Sempek, Manager of Strategic Consulting at Orion, and Christophe Gauthron, CFA, founder of Kwanti, as we take a look at the new integration between Orion and Kwanti's portfolio analytics platform.
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