Summary: The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value.
 Clients may look at the value of investment and financial services from some of or all the above levels. However, to the extent advisers can educate investors, we can better compete with robo-advisers.”Sheryl Rowling is chief executive of Total Rebalance Expert and principal at Rowling & Associates. |
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