Summary: While initially seen as a competitor to advisers, many see the automated investment advice as a potential benefit for advisers in terms of helping them scale their practice and serve younger or mass affluent clients at a lower price.
 Advisers have historically been slower to adopt many technologies. “It's light now, but as we see more and more of these millennial investors coming to market, you'll start to see a shift in that trend.”Jon Patullo, managing director of technology product management, TD Ameritrade. |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?