Updated Friday, July 25, 2014 as of 4:59 AM ET
Practice - Technology
Forecast: How Advisors Will Work in the Future
Monday, June 2, 2014

The advisor use scenario might be to have a firm principal join staff or client meetings from a remote location. Unlike a traditional teleconference setup, where others have to assemble to see you, the robot allows you to virtually wander through an office, interacting with others. While this device may not have much applicability at a small firm, larger practices may find this a welcome addition to their technology toolkit.

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