How Some Savvy FAs are Overtaking ‘Basic’ Robos

How Some Savvy FAs are Overtaking ‘Basic’ Robos

Robo advice for mass-affluent investors keeps evolving. But brick-and-mortar advisors aren’t standing still. In fact, some traditional FAs are taking into their own hands ways to automate more sophisticated types of holistic planning – from philanthropy to tax strategies and healthcare issues.

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