Wealth Management | Podcasts
Robo-advisors have become a huge part of the financial services sector, especially in online, client-facing settings. Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® look at the benefits and drawbacks of these programs in this episode of our Wealth, Managed Podcast. They'll specifically examine whether robo-advisors truly are competition for flesh and blood professionals, and how they may actually help supplement the work of human advisors.
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July 30, 2021
July 30, 2021
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021
Special Needs Planning | On-Demand Webcasts
Establishing Tax Basics of Special Needs Trusts
June 17, 2021