The Rise of Robo-Advisory Services

Asset and wealth managemers are facing competition, particularly from new online platforms such as Robo-Advisors, low-cost alternatives featuring virtual advice and fueled by algorithms. Every wealth management firm needs to assess its offerings in light of this new technology.

These services challenge the value-add of investment advisors and wealth management firms, on several fronts:

Stronger Results
More Transparency and a More Robust User Experience
Cost Savings

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