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PBs should focus on asset allocation maturity, not committed funding when choosing a robo partner

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Private banks looking to partner with a third-party robo advisor should pay close attention to their portfolio construction and advisory service requirements and not focus solely on funding received as a fair measure of a firm’s suitability, according to management consultancy Synpulse. “On paper, many of these robo advisors look the same, but in reality, […]

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