Summary: Jonathan Swanburg, a 31-year-old financial advisor in Houston, was intrigued by the idea of opening up an automated investment platform for his clients. He’d heard about the so-called “robo-advisors” that were attracting a lot of attention and capital, along with equal measures of hype and skepticism. Unlike many, he recognized the advantages, especially as a way of serving a new, less affluent market, and was eager to jump in.
 Advisors also need to decide which type of client to target with the new service. Generally that means tech-savvy millennials who don’t have the wealth usually required to make them worth your effort."Juan Carlos Lopez, executive director of the wealth management practice, Ernst & Young |
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