Innovation in financial advice is sometimes met with this feeling of existential anxiety from financial advisers who worry that new technology will negatively affect their jobs — or at the very least, reduce their value. We’ve experienced this hype cycle repeatedly in financial advice, as fledgling technologies tend to create anxiety for advisers by automating or modifying legacy processes and services they historically managed.
While the concerns around job security are understandable, advisers can’t let that unease cloud…
Master your money.
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