Fitch: Wealth Managers Have Opportunity in Automated Advisory

14-Apr-2015 #Globalwealth Source: Business Wire

Automated advisory is seen as the next big thing to scale up in the wealth management segment, however it comes with its pros and cons. This automated advisory will further put pressure on higher touch advisory services which will need to demonstrate their value proposition and bifurcate their service offerings based on investors’ service needs and net worth.

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