Robo-advisors ask for slack on know-your-client conversations

Robo-advisors ask for slack on know-your-client conversations

1 Comments
  • M. Gentile CLU CHFC CFP 2017-02-02 4:16:52 PM
    Why should Robo advisors be granted slack when experienced and credentialed advisors are being held to an ever increasing and higher standard? When was the last time a Robo advisor was required to submit proof that the minimum number of CE credits had been met??
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