Summary: The purpose of this article is not to reiterate what has been exhaustively discussed in professional publications regarding “robo-advisers.” Rather, I'd like to give you a road map on how to compete with and beat online investment management services using technology.
 In order to do this, we must embrace technology to a greater extent than what we are currently doing — and to a greater extent than what is offered by RAs. In other words, you have to be better and more efficient to survive and thrive through this age of online competition."
Sheryl Rowling, chief executive of Total Rebalance Expert and principal at Rowling & Associates.
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