Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?
Nerd's Eye View
DECEMBER 1, 2022
As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.
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