Are Your Client Relationships Robo-Proof?
April 24, 2016 at 07:30 AM EDT
Note: This article was provided courtesy of Iris.xyz. By Peggy Mengel Maybe the real question is “Do they need to be?” Rather than feeling threatened by robo-advisors, many advisors feel the two worlds can peacefully co-exist. In fact, some advisors are using this “disrupter” as an opportunity to...