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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 financial industry? The visions of half human, half machine Schwarzenegger-esque robots, loomed ready to pounce on your clients and ...

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    Topics: Business Growth, financial advisor, Financial advisor marketing, financial advisors, financial web marketing, General, In the News, robo-advisor, Technology, technology, website

    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 includes platforms like Betterment, Wealthfront among several others.

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    Topics: automation, financial advisors, financial planning, fintech, robo-advisor, Technology

    The Robo Pocket Guide: Using Tech to Your Advantage [ebook]

    Our new ebook is out!

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    Topics: ebook, financial technology, Freebies, robo-advisor, Technology, technology

    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.

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    Topics: robo-advisor, Technology, Webinar, technology

    Do Robo-Advisors Use Excel?

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

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    Topics: integration, robo-advisor, Technology, technology