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“It was quite interesting to discover that traditional advisors are nearly two-times more prevalent amongst millennials than robo-advisors,”
Millennials Still Gravitate Toward Human Advisors, from +AdvisorHUB Inc.: https://advisorhub.com/millennials-still-gravitate-toward-human-advisors-robos-survey/
Your friends at Capstone Capital Consulting
http://capstonecapitalconsulting.com/
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When it comes to meeting a high standard of care for clients, robo advisors fall short, argues an influential critic of the digital advice platforms. From +Financial Planning:
https://www.financial-planning.com/news/fiduciary-fail-key-critic-says-robo-advisors-are-falling-short

Your friends at Capstone Capital Consulting
http://capstonecapitalconsulting.com/
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The Robo-Advisor: An RIA’s Friend or Foe?
http://capstonecapitalconsulting.com/robo-advisors-an-rias-friend-or-foe/

#FinTech #RIA #AlternativeInvestments

Have a great day!

Your friends at Capstone Capital Consulting​
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No financial advisor likes to lose clients. Clients are essential to success and precious to each advisor. Here are the top five reasons people changed financial advisors over the past several years:

http://napavalleyregister.com/business/columnists/tom-mills/common-sense-changing-financial-advisors/article_58b1f751-3bbb-5067-9e7c-6a251133d507.html

Capstone helps RIAs keep customers by providing them with a platform for one of the most exciting alternative investment asset classes, life settlements. Learn more about life settlements at http://capstonecapitalconsulting.com/why-life-settlement-investments/.
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Knowledge is power! Here's 4 FREE whitepapers from Capstone Capital Consulting regarding Life Settlements, tips for RIAs, and more...

http://capstonecapitalconsulting.com/senior-life-settlement-research-4-must-read-articles/

Have a great day!

Your friends at Capstone
http://capstonecapitalconsulting.com
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No financial advisor likes to lose clients. Clients are essential to success and precious to each advisor. Here are the top five reasons people changed financial advisors over the past several years:

http://napavalleyregister.com/business/columnists/tom-mills/common-sense-changing-financial-advisors/article_58b1f751-3bbb-5067-9e7c-6a251133d507.html

Capstone helps RIAs keep customers by providing them with a platform for one of the most exciting alternative investment asset classes, life settlements. Learn more about life settlements at http://capstonecapitalconsulting.com/why-life-settlement-investments/.
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