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Showing 1 - 3 of 3 results for "Scott Smith"

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... as a way to broaden their opportunity to deliver deeper levels of advice to a wider client base," Cerulli director Scott Smith said. "The question is not whether traditional firms will offer digital engagement platforms, but which will best connect their ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... investors to handle their financial affairs without the assistance of traditional financial advisors," Cerulli director Scott Smith said. "Cerulli believes that while technology innovations will transform how services are delivered, there will be an ...

Two-thirds US clients don't understand fees

ALEX DUNNIN  |  WEDNESDAY, 27 FEB 2013
... "Trying to differentiate based on price and services remains an uphill battle for financial advice providers," said Scott Smith, associate director at Cerulli. "Investors have limited bandwidth to understand the complexities of their personal finances." ...
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