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6 Lessons Traditional Advisers Can Learn from Robos

Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser hits the headlines, somewhere on social media you can be sure someone is wondering aloud about robo-advisors’ business models, investment strategies, and ability to personalize their services.Instead of questioning whether robo-advisers serve clients’ needs and can even survive, traditional advisers might ask themselves: what can I learn from this new brand of financial service? In a few months at FutureAdvisor, I’ve absorbed an enormous amount, which I’ve tried to…

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