Summary: The advisory world is being roiled by changes. How should advisers adapt as passive investing and automated advising continue to grow? What about changing definitions of risk in a fiduciary environment and new client goals?
 In a lively back-and-forth on the nation’s retirement crisis (not enough Americans will have saved nearly enough for the years when they won’t be working) and on automated investing, widely followed RIA Bill Bernstein noted that automated robo advising is great for small investors, yet investing can be difficult." |
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