Category: Article

Traditionalists will say that robo-advisors are on the fringes of fintech. Deloitte predicted that by 2025, up to $7 trillion of global wealth will be managed by automated systems. While automation, digitalization, and AI are exciting for financial advisors who are now empowered to scale their businesses faster than ever by leveraging data-forward tools the importance of the human touch shouldn't be overlooked.
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