The Rise of the Machines: Financial Planning in the Digital Age
- Although robo-advisors aren’t a threat to most advisors, they are a commoditizing force affecting basic investment management
- Advisors who wish to survive and thrive in the digital age must move up the value chain by providing more advice services to clients
- Technology tools will offer advisors unique opportunities to market to new clients, engage existing clients, and dramatically improve efficiencies in their wealth management services
About the speaker
Partner and director of research at Pinnacle Advisory Group.
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