 As the effects of the robo-lution ripple across the industry, we are optimistic that the market is ready for a changed value equation.”Kathleen Asack, principal, AmplifyRIA and Mary Ann Buchanan, CEO and co-founder, RIA Match. |
The robo-fication of RIA deal making
Kathleen Asack and Mary Ann Buchanan | InvestmentNews, March 2015
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Summary: The wealth management industry is awash in robo hype. The mainstream introduction of online, automated investment services, known as robo-advisers, has the financial advisory business riveted. Headlines, shop-talk and strategic planning sessions are dominated by the human-versus-technology debate for current and future clients.
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