How Robo-Advisor Technology Is Reshaping and Commoditizing Investment Advice

Aug 28, 2014 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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The passive 1% AUM advisor may go the way of the "stockbroker" as technology threatens the profitability of existing business models. Can you compete against a robo-advisor's 25 bps portfolio? Sure you can. But you will need to revamp your value-add beyond just asset allocation advice.

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