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Should financial advisors become friend or foe of robots?

Posted by on 25 September 2019
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Financial advisors are constantly told that they need to use automation and AI in their everyday practices. But, it can be assumed that not all of them are 100 percent comfortable in doing so. Should they be worried or should they just go for it?

TD Ameritrade Institutional's Director of Innovation, Dani Fava, was another in-house FinTech expert at Wealth/Stack. Here she discusses how RIA's can keep up to date with technological change - especially robots and automation.

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