A seismic shift is emerging in the robo technology space. Many robos have pivoted away from the direct-to-consumer model to instead work directly with early adopter financial advisory firms.
Fox Financial Planning Network (FFPN) is announced the availability of a new industry white paper, which is the first practical guide for choosing and implementing robo technology within a financial advisory firm.
The report covers the different robo varieties and service models, how robo tech is being used today and the four types of clients to serve and how. Advisers are also provided with four specific actions they can take to protect their firms from the fee compression triggered by the direct-to-consumer robo-advisers.
