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HOME Publications Capital Markets & IT -lakyara Capital Markets & IT -lakyara List How should you implement your digital advice strategy?

Capital Markets & IT -lakyara vol.280 Retail Business

How should you implement your digital advice strategy?

Mar. 14, 2018

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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.

About the Author

Jasen Yang

CEO, Polly Portfolio

Visiting Fellow, NRI America

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