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MarketPlace will provide advisors with links to approved products and services, such as Goldman’s robo, as Goldman Sachs Asset Management’s Rachel Schnoll takes over leadership of the FinLife CX platform.
Going by the shortened name of Cy, the new offering purports to combine the human and algorithmic in its investment mojo, though not in the conventional sense.
The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.
The hybrid offering combines a digital approach with human assistance when needed and leverages tech and expertise from the firm's 2018 RobustWealth acquisition.