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TD Ameritrade has seen new-account openings for its automated investing platform jump 150% from the same period a year ago. Wealthfront signups are up 68% and Betterment's increase is 25%.
Responding to client portfolios knocked out of whack by the market’s roller coaster ride has been more of a stressor for many firms than communicating with angst-ridden clients.
Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.
