Virtual Advisors: The Robo Threat is Real

By Raef Lee via

The robo revolution is maturing and ongoing. (I will use the affectionate name “robo” throughout this post, as that is how most people in our industry refer to robo-advisors.)

It is surprising to me how the phrase still has legs when robos have morphed and splintered in so many different directions. In time, I think the term will vanish.

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