The rise of the robo advisor has gone through several phases in the wealth management industry. First, traditional advisors were in complete denial. Now, many have swung all the way to the other side and are seeking to out-robo the robo advisors.
As I said on stage at a conference a few weeks ago, you cannot out-robo the robos. In the race to depersonalize your services, you will lose. Riskalyze believes in empowering advisors with great technology that allows them to level the playing field and differentiate based on their unique strengths a name, a face and a connection with clients. That's the way for advisors to win and democratize access to advice.
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
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access