Let’s get some basics out of the way. This article is not about low-cost beta ETF roboadvisors (Betterment, Wealthfront), or private-label RIA robos (Vanare | NestEgg, Trizic). It is not about data aggregation companies (ByAllAccounts, Yodlee, Quovo), beautiful client portals (Wealth Access) or web-based financial planning (Advizr, Wealthminder). No.
We won’t talk about those things because they already happened. The industry has already changed, and trillions of next-gen assets are on the move. If you’re an RIA and looking to solve this, give me a shout on Twitter.