Summary: Though initially slow to gather investor assets, low-cost robo-advisors have begun to accumulate an impressive amount over the past year or so. The largest, Wealthfront, just topped $2 billion under management. More impressive, big platform providers like Fidelity and Envestnet have bought or cut deals with robos as the backbone for consumer or institutional offerings.
 I have only 100 families as clients, and I work hard to develop these deeper relationships. I do it because morally we have an obligation to take care of our clients, whatever that entails.”Linda Conti, senior financial advisor, David A. Noyes & Company. |
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