How Robo Advisors May Affect M&A Deals

PHILADELPHIA -- Online advisory services are beginning to have an impact on the valuations of financial advisory firms.

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Comments (1)
What happens when disruptive innovation, changes pricing and greatly enhances the depth and breadth of counsel possible to execute?

United Capital has a point and I am sure Focus expects the managers of their investments to be adept, so likely there is little disagreement, other than does the innovation leadership come from United Capital or each individual advisory firm which precludes scale.

Posted by Stephen W | Thursday, May 15 2014 at 12:23PM ET
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