04.29.2015

Millennials’ view of traditional vs. robo advisors – Helping Advisors Blog

The debate around the potential impact of technological innovations in the wealth management industry is hot right now, with many people believing that the demands of the Millennial generation inevitably put the traditional advisor on an irreversible path to extinction. As a Millennial myself, I would like to weigh in on the debate and offer my view on the status of the traditional advisor.

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