 We see RIAs experimenting with the launch of technology offerings like robo-advisors..It’s not quite a blueprint yet. It all depends on your intentions and target clients.”Alois Pirker, research director of wealth management, Aite Group |
Is Going Robo the Secret to Growing Your RIA?
Janet Levaux | Think Advisor, September 2015
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Summary: Earlier this week, Tina Powell of the RIA Beacon Wealth Management moved to go after novice female investors with SheCapital, a robo-advisor service launched as part of a separate RIA of the same name.
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