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    Move Over Robo-Advisors, It's a Fintech World

    Remember the days, on the floors of convention centres across America, when whispers of impending robo-advisors sent shivers down the spines of the ...

    Automation of Financial Planning?

    There has been quite a bit of discussion about the emergence of automated financial planning and wealth management platforms (aka robo-visors). These ...

    Do You Need to Incorporate Robo-Advisor Technology into Your Financial Firm?

    With Robo-advisors on the rise, many real advisors are concerned for the safety of their practice.

    Do Robo-Advisors Use Excel?

    With robo-advisors on the rise, many real advisors are concerned for the safety of their practice.