3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
Technology and the Successful Advisory Firm of the Future (and Now)
It's becoming increasingly clear that the threat to human advisors is not technology and robots, but technology-augmented humans. Firms that embrace technology will perform better, and many are already doing so.
The Advisor of the Future: Neither Human Nor Robot, but Cyborg
Yes, there are 'robo-advisor' offerings claiming to offer sophisticated advice to financial consumers, but how much of a threat are they to 'real' advisors? What you can learn from the robots.