OMAHA, NE–(Marketwired – September 01, 2015) – CLS Investments, LLC (“CLS”), a third party money manager and a leading manager of exchange-traded funds (“ETFs”), released its latest white paper in its Advisor IQ series today, The Coming Automation of Wealth Management and What it Means for Today’s Financial Advisor.
The white paper reveals findings on the emergence of the “robo advisor” as a catalyst to a broader trend among advisors to have a tenuous relationship with technology.
The white paper explores broader industry trends, advisor perceptions of robo technology, practice management implications, how to deploy a robo solution, and the future of wealth management. The key takeaway from the CLS research is that advisors need to take heed and start to embrace technology more broadly, not just in the robo category, but also in front and back offices to drive necessary efficiencies in a world of compliance, security, and pricing pressures.
– See more at: http://www.lifehealth.com/the-coming-automation-of-wealth-management/?utm_source=iContact&utm_medium=email&utm_campaign=e-newsLink&utm_content=stc#sthash.8x2mfYvi.dpuf