Nov 2, 2:00pm In a time of low cost index funds, and robo-advisors, clients are increasingly questioning the value of an advisor and may be tempted to take the DIY approach.
In the face of the 24-hour news cycle and other noise vying for their attention, clients today rely on financial advisors not just for investment experience but to clear away the clutter and stick to a plan that will help them achieve their financial goals. Like clients, advisors need to protect themselves from the effects of information overload. With so much client data at their fingertips, how can advisors harness its power to deliver better service? The answer is smart automation.
