Advisors need not fear robo advice, as long as they understand how technology can help them do their jobs better.
That was the takeaway from three executives who spoke Tuesday at SourceMedia’s InVest conference in New York. Current tech tools like customer relationship management systems, portfolio accounting programs and online client portals, they said, make planning more efficient while also boosting advisors’ value.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access