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Your search keyword '"FINANCIAL planning"' showing total 4 results
Start Over Descriptor "FINANCIAL planning" Topic automation Topic financial planners Publication Year Range Last 10 years
4 results on '"FINANCIAL planning"'

1. How to Go Robo.

Author

Field, Anne

Subjects
INVESTMENT advisors, INVESTMENT analysis, FINANCIAL planners, FINANCIAL planning, AUTOMATION
Abstract

The article reports on the increasing adoption of automatic investment platforms by investment advisors in the U.S. It is noted that Jonathan Swanburg, a 31-year-old financial advisor in Houston, openined up an automated investment platform for his clients to attract a lot of attention and capital. It is stated that automated investment platforms that invest and rebalance a client's portfolio are being introduced by more technology companies.

Published
2015

2. Putting Robo Advisers to the Test.

Author

MOYER, LIZ

Subjects
*INVESTMENT advisors, *FINANCIAL planners, *FINANCIAL planning, *AUTOMATION
Abstract

The article offers tips on choosing automated investment advisers. Topics discussed include the common approach of robo advisers including using automation to choose investments and focus on low or no fees, the market value of assets managed by Internet-age advisers and the characteristics of a robo-adviser customer as described by software engineer Ed Lee.

Published
2015

4. LPL CEO: The crucial pivot advisers will have to make.

Author

Salinger, Tobias

Subjects
FINANCIAL planners, FINANCIAL planning, AUTOMATION
Abstract

Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients. [ABSTRACT FROM AUTHOR]

Published
2017

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