The Robo-advisor Landscape

  • The three main types of robo advisors
  • What it means to you: how robo advisors will impact your practice 
  • The takeaway: advisors should not be too scared by this

How to Adapt your Practice:

  • Embrace technology: provide clients with a holistic view of their assets
  • Deliver Advice: provide relevant, insightful advice
  • Create new business models: are there new models that are not AUM based?
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Learning from Robo Advisors: How to Grow Your Firm & Stand Out in a Changing Climate [Webinar Replay]

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Morningstar
 

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