Network FP Thinktank

Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.

Technology will improve planning process, but can never replace Financial Planners!

Michael Kitces
Head of Planning Strategy, Buckingham Wealth Partners
June 18, 2012

Reading Time: 7 minutes In past few years… there have been many websites, technology platforms and softwares which are promising investors (who are our clients and prospects) to help them manage their money on their own and generate & monitor their own financial plans. Will this mean the financial planners will be replaced by technology solutions as and how they get more advanced and clients become accustomed to these solutions?

Read More

Categories

Tags

Advisors Advisory Practice behavioral finance Budget certified financial planner CFP client acquisition data gathering digital marketing Do it yourself estate planning ethical behaviour ethics Featured Fiduciary financial advisor financial advisors Financial Life Planning financial literacy Financial planner financial planning financial planning fees financial planning process George Kinder IFA IFAs IFA transition insurance life planning marketing michael kitces Mutual Fund mutual funds network fp annual conference 2011 practice management Regulation of Investment Advisors RIA risk management Sadique Neelgund sales SEBI SEBI Investment Advisor Regulations 2013 social media suresh sadagopan technology

Subscribe to ThinkTank

Network FP ThinkTank is an online professional journal with weekly articles written by India’s leading practitioners and thought leaders. Get articles directly delivered to your inbox. Over 12,000 already subscribed.
* indicates required