 What got advisors to where they are today is not necessarily going to get them where they want to go in the future.”Todd Clarke, CEO of CLS Investments. |
If You Can't Beat Robo-Advisors, Become One
Gil Weinreich | Think Advisor, February 2015
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Summary: Advisors must cringe now and then when contemplating an iPad-wielding young executive logging on to an online investment site, opening a new account and e-signing documents while the advisor is working hard the old-fashioned way, his business seemingly falling by the wayside.
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