Automation is happening within financial services – so how should incumbent wealth management firms adapt in a way that doesn't erode their existing business model or the need for advisors?

It's a process that is at odds with itself, says Uday Singh, a partner in A.T. Kearney’s financial services practice.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access