Why Ron Carson is afraid of robo-advisers
In a Take Five interview, the adviser-coach says traditional advisers risk irrelevance if they can't respond to firms like Wealthfront and Betterment.
“This is a friggin hard business to be in,” Ron Carson told other financial advisers Wednesday.
And online portfolio managers, often pejoratively called robo-advisers, are making it no easier.
That's the view of Mr. Carson, founder of Omaha, Neb.-based Carson Wealth Management Group, a
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