Beating robo-advisers at their own game
Complacency over adopting new technology will only lead to a declining business, technology expert Joel Bruckenstein said at the Morningstar Investment Conference this week.
I'm attending the Morningstar Investment Conference in Chicago, beginning with a panel titled "Adviser technology: incorporating the latest tools into your practice." Moderated by technology expert Joel Bruckenstein, panelists James Dowd of North Capital, Mark Balasa of Balasa Dinverno Foltz, and W.
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