Filter by tags

See all

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 ...

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.

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