To take advantage of robo-advisors, advisors themselves can treat these fintech disrupters as the information manager while advisors themselves focus in on the client relationship
Investment Executive Report Cards
Read what advisors are saying about their firms and what compliance officers are saying about the regulators:
Videos onIE TV
Financial services firms and advisors are adapting to major technological changes, demographic issues and increased regulatory oversight. Thus, advisors are thinking carefully about the support they need from their firms.
Ellen Bessner and Dan Richards share their insights with advisors in this eight-part video series