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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

How should you implement your digital advice strategy?

Mar. 14, 2018

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Summary

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

You can read the full text in the PDF file.

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Author's Profile

Jasen Yang

CEO, Polly Portfolio
Visiting Fellow,NRI America

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