What Robo-Advisors Can Teach Us About Focusing on the Client
January 11, 2015 at 06:30 AM EST
The baby boom generation is retiring and their focus is on wealth protection, but they are mostly uninterested in their advisor’s technology, explained Vilas Mhatre, Managing Director at Morgan Stanley Wealth Management. This is in contrast to Millenials (people ages 21-36), who are just starting...