It’s an image I cannot shake. The mention of robo advisers conjures up the Robot from the 1960’s television series Lost in Space swinging his metal arms, buttons beeping, warning “Danger, Will Robinson, danger.” That’s exactly the message the advent of robo advisers delivered to the financial planning profession. However, so far at least, the threat has not materialized for my practice.

Of course, that doesn’t mean that robos have not been successful, transformative and even — to use that catch-all technology phrase — disruptive.

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