Combining UMAs with Robos to Serve More Clients

5/3/2017

Commentary on ThinkAdvisor article by Danielle Andrus Combing the unified managed account model with robo-advice platforms could help advisors tap the affluent investor market, a Celent analyst tells ThinkAdvisor. Tax Optimization, the Next Frontier for Robo-Advisors Current robo-advice platforms offer fee transparency and low costs and focus on the user experience, ThinkAdvisor writes. Robos can