Wealthy investors receptive to robo-advice
May 17, 2016 by Danielle Andrus
Advisors, particularly those that serve the wealthy, may fear that automating certain tasks — and removing some personal contact — may alienate clients. Recent research shows that those fears may be unfounded.
More than 70 percent of investors in the U.S. and U.K. with at least $100,000 in investable assets said automated tools can have a positive impact on their wealth manager’s advice and decision making process. Respondents said automation provides a way to speed up on-boarding processes, making them more convenient. Click HERE to read more…
Originally Posted at Lifehealthpro on May 13, 2016 by Danielle Andrus.
Categories: Industry Articles