Barron’s exclusive Robo-advisor ranking and 3 unanswered questions
Barron’s exclusive Robo-advisor ranking and 3 unanswered questions It was 3yrs ago (2015) that I first produced the “Unadvised Assets” infographic – Salivating for Unadvised assets: a videographic and a year later the Digital Wealth management: a videographic update. My message was borrowed from Seth Godin’s Icarus Deception book and it echoed loud and clear to the incumbents…
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