HYBRID ROBO-ADVISORS: Here’s how incumbent wealth managers are successfully implementing the hybrid robo-advisor model

HYBRID ROBO-ADVISORS: Here’s how incumbent wealth managers are successfully implementing the hybrid robo-advisor model

January 12, 2021 Darnetta Mahaffy 0

Summary List PlacementDigital wealth managers, also called robo-advisors, emerged after the 2008 crisis as fintechs aimed to simplify and democratize wealth management services with technology-first solutions. And while these robo-advisors changed the wealth management game by offering such services for a lower fee, many players have chosen to maintain a human aspect within their offerings.…