Spire Insights


"No, Your Client Won't Ditch You for a Robot"

Vanguard Survey Shows Relationships Matter

There are a lot of advisors out there who think they are at risk of losing clients to Robo solutions.  We find the recent survey by Vanguard heartening.  Surveyed investors believe advice provides higher incremental portfolio value than going it alone, regardless of delivery method.  Respondents also said financial advisors should consider automation for portfolio construction and functional tasks, such as account setup and consistent monitoring. Spire Investment Partners provides its affiliated advisors the technology and tools so they can focus on delivering uniquely human skills that help clients achieve financial success and provide peace of mind.

Click the image above for the full article

No items found.