While robo advisors are currently just a wafer-thin slice of the trillion-dollar wealth advisory industry, they have already garnered $4 billion in assets under management, according to Forrester Research, the independent market-research firm.
And they are of wide enough interest to be the subject of a jammed sessions at SourceMedia's InVest 2015 conference on digital disruption in wealth management and at the company's Women Advisors Forum, both taking place in New York last week. (SourceMedia is publisher of Financial Planning, On Wall Street and Bank Investment Consultant.)
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