Robo-Advisors are Becoming a Factor to Customer Acquisition in the Wealth Management Industry
Coforge
AUGUST 6, 2020
The Department of Labor Fiduciary Rule slated for deployment in April is now delayed due to the new administration’s actions causing confusion in the industry. Automation increasingly provides the foundation for firms to acquire younger clients and heirs along with developing and engaging the next generation of advisors. LEARN MORE.
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