 There’s an opportunity for advisors to leverage “the best of the robo” to redeploy a better initial client experience.”Bob Veres, publisher, Inside Information. |
Bob Veres Takes on Robos at the FPANJ
Bill McGuire | wealthmanagement.com, May 2015
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Summary: As the keynote presenter of last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, Bob Veres, publisher of Inside Information, cynically called his session “Terminator 4.”
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