• Posted by Bill at FPPad.com
    Tuesday, December 26 2017 at 10:16 AM
    This is EXACTLY why I just launched the first Alexa skill covering fintech news for financial planners and investors. Enable it at fppad.com/alexa
  • Posted by jayhawk80
    Tuesday, December 26 2017 at 10:03 AM
    The power of Moore's Law ensures that these changes will happen much more quickly than most advisers can imagine. The WINNERS will be the organizations that see the opportunity to aggregate a clients entire financial profile and analyze it in real time for optimization of the clients goals. This will involve a cognitive and culture shift, from top to bottom, that unless breached, will leave many foundering... until they become obsolete the new wave of clients "connecting" for the benefits ahea