Tag: robo advisers

Personal Capital will be positioned to serve plan participants who seek a combination of digital and human advice while helping to accelerate the capture of rollovers and other out-of-plan assets, the firms say.

The digital wealth management platform serves some 1,200 financial advisory firms across the United States that collectively manage over $600 billion in assets.

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.