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The best use for robos in a planning practice

Can human advisors be friends with robos? Absolutely, says Dan Murray, a principal and advisor at Mirador Capital Partners. Digital advisors are tools, not competitors, he adds, saying that tax-loss harvesting is just one "perfect" use. Learn what other solutions robos can provide in this 40-second video.

For more in-depth coverage on how Silicon Valley planners are leading the way in future-proofing their practices, read "Younger, faster, digital-first: Cracking the new advice code."