When robo advice first captured our attention, the question was how quickly it would render advisers obsolete. Flash forward to today and the question now is how human advisers can best assimilate robolike automation into their practice.

The independent financial advisory community has historically been accused of being slow to adopt technology. Wirehouses spend hundreds of millions annually on tech, a testament to their seemingly limitless budgets. And yet independent advisers now have more choice than they have ever had when it comes to the technology profile of their businesses -- while historically they were limited and often frustrated and wary of new technology, they can now enjoy tech on their terms.

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

Don't have an account? Register for Free Unlimited Access