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Robo-advisor assets under management are on track to reach $1.2 trillion by 2024. Meanwhile, 84% of Americans say they still prefer working with a human financial advisor. But the future isn’t about choosing one path over the other–it’s about leveraging the best of both to create a world-class wealth management experience for future generations.
The Tearsheet Whitepaper explores how both traditional and upstart firms can create a hybrid model to win over the next generation of investors.
- Win over younger investors as they build wealth
- Implement robo-investing and seamless digital experiences
- Get access to new market segments and revenue streams
- Grow your assets under management