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Summary: Robo-advisers and real advisers each have what the other wants. Robo-advisers, for all their bluster about empowering do-it-yourself investors with high-tech portfolio management wizardry, will ultimately morph to advice-giving firms with cool technology. Real advisers, the flesh and blood professionals who meet eye-to-eye with clients to give investment and non-investment advice, covet the slick interfaces and operational efficiency afforded by the robo-advisers.
 o, match what robos can do on the investment side, then put your effort into delivering real advice that clearly, straightforwardly, and unquestionably moves your clients toward a state of financial independence, meaning, and happiness.Steve Sandusk, president, Belay Adviser. |
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