Building a competitive advantage with technology

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One of the most valuable practices that you can undertake within any aspect of life is to look both backward at history and across at adjacent events to recognize patterns at play. With that in mind as I was reading an article the other day about some of the early online retailers, I noticed a pattern emerge that directly relates to the future of the wealth management industry; The possible migration of online-based technology companies like Wealthfront and Betterment to brick and mortar locations.

man playing chess thinking of bot technology