Why Robo-Advisors Don’t Worry Me

We often become so obsessed with the portrayal of personal investing as a product or extension of technology that we forget that wealth management is, at its core, a profession rooted in personal relationships. Truly gifted advisors understand wholeheartedly that a client relationship is an ongoing dynamic interaction where the portfolio often is no more

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from Alice Lawrence http://ift.tt/2r1AQGO


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