Summary: Over the past five years, robo advisors figured out something the rest of the wealth management industry did not – accessibility and convenience are paramount for investors. The business of being an advisor today is just as much about being a service provider as it is being an investment expert.
 Robo advisors disrupted the wealth management industry, and they aren’t going away, but the disruption they’ve caused doesn’t have to wipe out traditional advisors. Innovation happens in two stages; the first is systemization, which robos have mastered. The second phase is customization, which advisors can master by utilizing robo technology to enhance the differentiating value they provide.”David Lyon, CEO and co-founder, Oranj |
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