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INsights

Senior columnist Jeff Benjamin takes a free-range look at the topics most relevant to the advice industry, including investments, practice management and wherever he sees opportunities to move the advice industry forward.

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Topic

Assets in robo-advice channel surge, as more RIAs prepare to jump in

Firms embracing automated advice are positioning themselves to capture new client segments. By 2018, nearly one-third of registered investment advisers will have a robo-offering.