Thousands of Ameriprise advisors are using technology to interact with clients, and the results are promising, says the lead executive of the firm's advisor group, Pat O'Connell. Ameriprise, O'Connell explains, has invested agressively in technology, but isn't currently considering robo advisors.
The executive also discusses recruiting and heacounts at the regional brokerage in the following Q&A with On Wall Street. Like Raymond James, Amerprise has both employee and independent advisory channels. Raymond James also is not considering automation on the level of robos.
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