WealthTech UnWrapped

12. When was the first Robo-advisor released?


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This week we take a quick look into the history of Robo-advisors. When did the first one come out? Which companies have paved the way for this growing industry? Is it already a crowded space? And, what do we predict will happen in the next decade or so? 

Dani and Ned also find out they are reading the same book and we get an update on going back to the office! 


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WealthTech UnWrappedBy Ned Phillips