
What Distinguishes a Robo-Advisor?
In my last post, I detailed the customer advisory processes for a human advisor and a robo-advisor. Today I explain what causes these differences. This step is important to be able to understand and explain the differences between the two advisory processes and then, in a next step, to be able to derive the impact of robo-advisory services and to evaluate the advantages and disadvantages of robo-advisors compared to the traditional customer advisory process.
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