In fact, the upstarts may enter into partnerships with brick-and-mortar advisors, providing them with enhanced online services and access to “passive, strategic, low-cost index portfolios.”Nerd’s Eye View blog. |
Planners Have Little to Fear From Robo-Rivals
Thomas Coyle | Financial Advisor IQ, April 2014
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Summary: Instead of “disrupting” flesh-and-blood financial advisors, so-called robo-advisors may end up helping them — even as they take business away from traditional vendors, according to Nerd’s Eye View.
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In fact, the upstarts may enter into partnerships with brick-and-mortar advisors, providing them with enhanced online services and access to “passive, strategic, low-cost index portfolios.”
