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TheStreet: A new survey shows that 70% of affluent investors consider their financial advisor to be just as important as their doctor.
TheStreet: New startups and major players are now offering robo-advisors, greater online transparency on their pricing and fees, and user-friendly websites and mobile apps.
The passive 1% AUM advisor may go the way of the "stockbroker" as technology threatens the profitability of existing business models. Can you compete against a robo-advisor's 25 bps portfolio? Sure you can. But you will need to revamp your value-add beyond just asset allocation advice.
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