Wednesday 3 May 2017

The Human Touch — The Traditional Advisor’s Secret Weapon Against Robo Competition

Commentary on CFA Institute article by Lauren Foster The key to competing with robo-advisors is what should come natural to human advisors already, finance professor Meir Statman tells Lauren Foster on CFA Institute’s blog. Emotional Intelligence and Financial Well-Being Financial advisors will indeed become obsolete if they try to compete with robos head-on, according to


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