By Russ Alan Prince, president of R.A. Prince & Associates & Brett Van Bortel is director of consulting services for Invesco Consulting.
MAY 1, 2017 – Competition for wealthy investor assets is greater than ever before. More diverse professionals have moved and are continuing to move into the money management business. Furthermore, robo-advisors are slowly and steadily gaining traction, and some of them are likely to eventually cultivate wealthy clients.