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Robo-Services: What Do Investors Want?

There are vast differences in assets accumulated by financial services firms, compared with robo-advisors. Certainly, differences in resources can explain some of the variance, but this article shows it also has a lot to do with what investors want when it comes to investment advice models — and more importantly — reputation.

Please click here to download this article of LIMRA MarketFacts.
Mary-Beth Selby

MarketFacts 2019

MarketFacts 2018

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