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Will Robo-Advisors Replace Humans?

Will Robo-Advisors Really Takeover the Industry? I don’t think so, and here’s why not. History Teaches us about the evolution of industries: If we study the historical record of human innovation and the evolution of different industries, it teaches us about some, but not all, of the things we can expect in the future. Innovation may […]

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Solo? Worried about Consolidation?

Solo Advisor? Does industry consolidation concern you? There are many articles of late predicting the eventual demise of the solo practitioner. Most recently, Jeff Benjamin of Investment News, posed a similar question in his column published on October 23rd, 2018. In the article, Mr. Benjamin cites feedback from different perspectives. One that sees this as an opportunity […]


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