Question of the Week – February 28th, 2025
Draft a letter to my clients on how to choose between a 401(k), IRA, and other retirement accounts.
Question of the Week – February 28th, 2025 Read More »
Draft a letter to my clients on how to choose between a 401(k), IRA, and other retirement accounts.
Question of the Week – February 28th, 2025 Read More »
What is the current outlook of Tesla stock?
Question of the Week – February 21st, 2025 Read More »
How do tariffs impact the economy and market performance?
Question of the Week – February 14th, 2025 Read More »
Give me a list of market highlights for January
Question of the Week – February 7th, 2025 Read More »
What is Deepseek AI and how can it affect my portfolio performance?
Question of the Week – January 30th, 2025 Read More »
What were the biggest financial news this month that impacted the markets?
Question of the Week – January 24th, 2025 Read More »
Tell me the latest updates in the tech sector and what I should share with my clients.
Question of the Week – January 9th, 2025 Read More »
The future of financial services is tech-enabled. While traditional banks remain active, they no longer monopolize the services consumers demand. Younger generations would be hard pressed to attend a meeting in real life, let alone go to a physical bank location or wine and dine with a financial advisor.
Navigating the Future of Financial Services: Tech-Enabled Innovations Read More »
Traditionalists will say that robo-advisors are on the fringes of fintech. Deloitte predicted that by 2025, up to $7 trillion of global wealth will be managed by automated systems. While automation, digitalization, and AI are exciting for financial advisors who are now empowered to scale their businesses faster than ever by leveraging data-forward tools the importance of the human touch shouldn’t be overlooked.
The Art of Robo-Advisor Personalization Read More »
Customer experience and effective financial management are top concerns for advisors when considering adding new, advanced technology. How can a robo-advisor or AI be trusted to put the customer first, navigate complex situations, and provide the same level of customer experience that a seasoned advisor may provide?
AI Ethics in Finance: Ethical Considerations for Robo-Advisor Usage Read More »