Financial Advisor, Financial Planner, or Robo-Advisor? Here’s How to Find the Right Help to Manage Your Money

The American College of Financial Services
CNBC
August 19, 2021

Clients today have many options when it comes to financial planning. Are they best suited for an advisor, a planner, or maybe even a robo-advisor who will offer automatic advice on more simplistic elements of planning?

Read more about the distinctions and where they fit into the industry from WMCP® Program Director Michael Finke in this piece from CNBC.

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