The role of technology in financial planning : vimarsana.com

The role of technology in financial planning


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The role of technology in financial planning
Automated advice models and offerings are no longer a threat to financial planners but rather an enabler to their businesses.  
28 May 2021 06:59
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A few years ago, a great deal of uncertainty and debate prevailed with the apparent rise and threat of the “robo-advisor” in the financial services sector. At the time, advisors were uncertain as to the role and future that human advisors would fulfil as reports about robo-advisors gained traction. A couple of years on, and this perceived threat has now evolved into a massive opportunity to serve our profession and clients better.

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