Capital Markets & IT -lakyara
How should you implement your digital advice strategy?
Wealth management firms of all types are moving to implement robo-advisor solutions. Conventionally, there are three choices in implementing them: build your own, buy your own, and renting. The best choice requires an honest evaluation of your organization’s goals, capabilities, and weaknesses.
*Organization names and job titles are current as of the publishing dates
Nov. 12, 2018
Oct. 10, 2018
Mar. 09, 2015
May 11, 2016