To Robo or Not to Robo Is NOT the Question in 2018
December 24, 2017 at 09:00 AM EST
By Drew Taylor via Iris.xyz Choosing to incorporate digital (“robo”) technology into your financial or wealth management practice is not an all-or-nothing decision. Even when your sole goal is to attract millennials, you can’t view adding robo-technology as a stand-alone solution. Why Think...