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WSJ

Advisers’ Resolutions Include Adding Talent, Robo Services

By Veronica Dagher

It’s the season for setting new goals and drawing up New Year’s resolutions. Here some financial advisers share what theirs are for 2015, along with why they made them and how they plan to carry them out.

The resolution:

His company will roll out a robo-advice platform in the year’s first quarter, using Betterment for investment management and LearnVest for financial planning.

Read the Original Article

This article originally published December 30th, 2014 on WSJ

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