ROBO ADVISOR

FINTECH · WEALTHTECH · FINANCIAL PLANNING · ROBO ADVISOR

How Technology is Influencing the Advisor-Client Relationship

Despite the rise of do-it-yourself investing, financial advisors are still expected to be the preferred choice for investors. Mike Kerins, CEO of RobustWealth, discusses how their Advisor Portal 2.0 is helping the advisor-client relationship.

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