The Case for Automated Advice

Karen White Uncategorized

If you keep up with the financial and technology press, “roboadvisors” are everywhere. Charles Schwab, Vanguard, Merrill Lynch and LPL have or plan to launch some version of a robo-offering in the next 12 months. The battlefield is quickly shifting from disruptors to traditional financial institutions because the opportunity created by scaling advice and moving downstream is massive.

In our latest white paper, The Case for Automated Advice, we present our view of the future and the business case for banks and credit unions to get in the game.

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