Investors’ use of robo investment advisory services is soaring, but instead of viewing this as a threat, some advisers are finding that it makes sense to incorporate the services into their practices.
“We wanted to have robo solutions to be at the pulse of financial technology and what’s available for us to use,” says Matthew Adams, chief investment officer at Mission Wealth, which is based in Santa Barbara, Calif. “We see it as a growing resource for smaller clients that don’t need much if any customization.”
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