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Summary: Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities as the firm expanded. I had every expectation of a long and successful career there. So why leave?
 Robo-advisers can serve smaller investors, who are often younger, so by default we're shaping demand for future advisory services. When our clients become the high-net-worth clients of tomorrow, they'll already be accustomed to this kind of service."Megan Graf, client service specialist, FutureAdvisor. |
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