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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
July 22, 2015

Reality of The Robo Invasion Isn't What Advisers Think

Mitchell H. Caplan

While much of the industry commentary and media coverage suggests that advisors face an inevitable “robo-invasion", findings from our recent Advisor Authority Study, commissioned by Jefferson National and conducted online by Harris Poll among more than 500 RIAs and fee-based advisers nationwide, show a very different reality. Rather than a threat, today's new generation of robo-advisers can be a valuable tool to help advisers grow their practice and better serve their clients. In fact, the most successful advisers understand that digital advisory solutions such as robo-advisers are an important part of a comprehensive offering.