The robo advisor wants to cater to RIAs unhappy with the mega merger.
| | | Q: What are some areas of interest for the firm? A: We look at our platform from the front, middle and back office, and we look at where we're strong and where there might be opportunities or where our clients have asked us to invest the most. It’s not just about building it ourselves like we have in the past. This time it’s through acquisitions. | |
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