Investment professionals still don’t quite know was to make of robo-advisors. By and large, they are still figuring out whether they’re competition, complementary or even relevant at all.
Research released by Pershing delves into the world of the investment advisor in the current day. Entitled The Third Annual Study of Advisory Success: Confidence and Concern in the New Digital Age and released at Pershing’s INSITE 2015 conference on Wednesday, the study delves investment technology and its implications for industry players.
Investigators surveyed and conducted 350 interviews with RIAs, wirehouse advisors and other advisors (such as those working in insurance agencies, independent broker-dealers or banks). They asked respondents about the state of their businesses, the risks and rewards of their jobs,...
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