 When choosing a financial advisor, investors should investigate whether or not the advisor offers interactive online solutions that strengthen their relationships with clients, and is committed to frequently upgrading its technology."Eric Clarke, president and CEO, Orion Advisor Services. |
Best financial advice blends technology and human touch
Eric Clarke | CNBC, December 2014
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Summary: As more online-only wealth management platforms, commonly referred to as robo-advisors, crop up in the marketplace, investors find themselves with a wider array of investment advisory and portfolio management options than ever before.
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