by George Polzer | Aug 8, 2015 | Digital Transformation, Enterprise Solution, Investment Management, NextGen Advisor

The Robo-Advisor Value Proposition – Systematizing And Automation
Morningstar’s “gamma” research. Which means in the end, robo-advisors may be less of a threat to traditional advisors, than simply an acknowledgement that inefficient advisors that don’t systematize and utilize technology will be increasingly threatened by those who do – whether robot, or technology-augmented human.
Underlying the robo-advisor model, though, are insights that are relevant to any
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