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Summary: Advisers are warming up to the idea of utilizing robo advice as a tool to help them serve more clients. The latest tech survey from Financial Planning found 19% of advisers it surveyed are using digital platforms now.
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Summary: Advisory firms ready to invest in technology to improve the client’s experience will find lots to choose from in 2017. Thanks to new or improved gadgets, this year advisers should be ready to take these technologies for a spin.
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Summary: As planners, part of our job is to help clients overcome their decision inertia by reducing any complexity and uncertainty that may exist. This helps them feel confident that they are likely to achieve their desired outcome just by regularly doing everything laid out in their financial plan.
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AI, a computer science that analyses data to make predictions or solve problems, could replace up to 45% of U.S. jobs within 20 years, according to Oxford University. Those include higher-complexity roles like accountants and financial advisors.
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Summary: Financial advisory firms continue to bleed money on tech with failed adoption rates. So we asked why and here is the answer: You can NOT adopt tech without first deciding your business model. This may seem like common sense but humor us and read below so you don’t make the same mistake as your peers.
