6 Ways Financial Advisors Can Compete with Robo-Advisors

financial advisor

Robo-advisors are to financial planning as Uber was to taxi services: disruptive. According to a report by MyPrivateBanking, assets being managed by all registered investment advisors now total around $5 trillion, with robo-advisors managing roughly $14 billion of those assets. If not already a cause for concern, this amount is set to increase over the next few years. Continue reading “6 Ways Financial Advisors Can Compete with Robo-Advisors”