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.
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.