Robo-Advisors

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.