Robo-advisors are changing the landscape of financial services whether traditional advisors are ready for them or not. These programs range from interactive to algorithmic but they all share the same benefit: low cost, service-focused offerings for retail investors.
Tom recently caught up with Marie Dzanis, Head of Funds and Intermediary Distribution at FlexShares, to discuss the phenomenon and she didn’t disappoint.
Marie has dove head first into the rise of robo-advisors, commissioning reports, studies, and even signing up for FOURTEEN different services. She has mapped the nuances of the burgeoning space knowing that it will continue to grow and to better advise financial advisors who may be ignoring their new, nimbler competition.
Check out what insights she has below!