Small Percentage of Advisers Offer Robo-Advice

According to research by JP Morgan Asset Management and Platforum only 3 percent of advisers offer automated wealth management services; the main reasons were cost of implementing, clients not interested and concerns about security. Source.

Todd is the Chief Product Officer of LendIt Fintech.

He is the host of PitchIt: the fintech startups podcast, a weekly interview show featuring emerging fintech founders and leading venture capitalists.

He is responsible for leading the content team which covers fintech through daily & weekly email newsletters, editorial, virtual events, and in-person conferences.

He has been covering fintech, banking, and venture capital for more than 15 years, including speaking regularly at industry events.

Notify of
Inline Feedbacks
View all comments