Published on: 08/09/2017
Serving the Entire Family is Where FAs Have Robos Beat
Wealth industry experts say a growing recognition of the value of rigorous tax efficiency across household accounts gives traditional financial advisors a potential advantage over no-frills rivals. This article, the second part of a two-part series, looks at ways advisors use off-the-shelf and purpose-built technology to provide comprehensive advice for entire families. If you are unable to follow the link, please Click Here for a PDF Version.
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