Let’s get some basics out of the way. This article is not about low-cost beta ETF roboadvisors (BettermentWealthfront), or private-label RIA robos (Vanare | NestEggTrizic). It is not about data aggregation companies (ByAllAccountsYodleeQuovo), beautiful client portals (Wealth Access) or web-based financial planning (AdvizrWealthminder). 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.

So now, let’s talk about the future.

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