What are Robo-Advisors?
First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will receive individual attention, help when they need it and optimal risk-managed portfolio design.
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Building a Top-of-the-Line Tech Stack
An accessible, user-friendly tech stack is crucial to delivering the best client experience.