#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
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Is There Going to Be More Managed Accounts in Digital Advice?
One thing we don't see much in digital advice are managed accounts. It's usually a bunch of ETFs or some sort of beta smart data index. But I think that's just a sign of where the market has gone as kind of the default massive, fluent wealth management solution. We do have some programs that we're operating where using our co pilot platform firms want to implement, you know, mixed strategy.
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