The advisor is more of a relationship manager

0 18 April 2016 9,791 Be the first to comment

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor.

David Lo, Associate Partner, Head of US Client Insight, Scorpio Partnership, speaks about the role of digital in the wealth management space, how robo-advice fits in and how wealth managers should be responding to digital disruption.

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The advisor is more of a relationship manager

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