Deborah Fox

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

This may prove to be the right combination during times of uncertainty.

This may prove to be the right combination during times of uncertainty.

This may prove to be the right combination during times of uncertainty.

Some funds, even within the same category, are inherently more variable than others.

Your firm can’t rise to the top by dragging its feet on tech offerings.

Client experience and advisory firm efficiency can be improved through this type of technology.

Client experience and advisory firm efficiency can be improved through this type of technology.

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.