 The clients that robo-advisers will take over are lower margin accounts that typically require a disproportionate amount of work and attention compared to HNW clients."Bill Militello, founder, Militello Capital. |
3 tips to help advisers zero in on the best client prospects
Bill Militello | InvestmentNews, October 2014
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Summary: Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets.
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