 There is a large group of investors who see the benefits of online technology but who also want to work with advisers.”Simon Roy, president, Jemstep |
Traditional advisory firm hammers out deal with robo-adviser
Joyce Hanson | InvestmentNews, August 2014
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Summary: As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry.
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