Robo-Advisors Can Not Live by Millennials Alone: ASI’s Andrew Rudd
The industry press in 2014 was all abuzz about robo-advisors. Online, automated investment advisory firms that are gobbling up assets at an alarming rate and scaring the pants (and skirts) off the management of traditional advisory firms. Not so fast, says Andrew Rudd, CEO of Advisor Software, Inc. (ASI). There has been a lot of […]
What Robo Advisors Can Teach Us About Focusing on the Client
This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference. The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]
