Robo? Traditional? Enter A New Breed Of Independent Advisor
November 03, 2015 at 12:00 PM EST
When you hear the words “Robo-Advisor,” what do you think of…? The Matrix? And does “Financial Advisor” conjure up a swaggering DiCaprio in The Wolf of Wall Street? Or maybe someone in a Brooks Brothers suit, describing products you barely understand? If you said yes to either, you’re not alone....