The National Association of Personal Financial Advisors
Financial advisors provide advice starting from choosing the financial instrument; deciding how much to invest; how frequently to review, to taking corrective measures if needed. Such programs automate the process of collecting and interpreting information, meaning that they can complete the job of a financial advisor in a fraction of the time and at a fraction of the cost. Robo-advisors can constitute a real threat to financial advisors if technology continues to progress and algorithms become increasingly accurate. First, you’ll fill us in on some information (things like your needs and goals, including a timeline for each, and information on … Read more