 Now I can help my friends and get compensated for my skill set I have, That's something unique in bringing a robo-advisory platform to a traditional RIA firm."Layton Cox, Pathways Financial Partners. |
Robo savvy may be the key to newly hired advisers' success Charles
Alessandra Malito | InvestmentNews, September 2015
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Summary: Newly hired advisers can slowly climb the ranks at their firms by taking advantage of white-labeled robo-advisers.By using these online investment platforms, new advisers put themselves in front of a client base their bosses and older colleagues may not have, said Neesha Hathi, vice president of Advisor Services Technology Solutions at Schwab & Co.
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