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INVESTMENT TECH: THE FUTURE OF INVESTMENT ADVICE
06/16/2017

The future of investment advice will lie at the intersection of technology and humanity, said panelists at ICI’s 2017 General Membership Meeting. “Clients—and not just younger ones—want access to information, want to see it in a lot of different ways, and want to be able to do more things online. But they still want to talk to somebody,” explaining a bank’s focus on coupling human relationships with technology. Despite the advantages and cost savings that technology can provide, the “human touch” is still important, “Clients and their families deal with complicated things,” including unexpected medical diagnoses (and costs) or heirs who might not know how to handle money. For all of the benefits that technology has afforded to advisory clients, it also has created a huge responsibility for firms: protecting against cyber risks ... HIGHLIGHTED EVENT: Want to learn more about investing? Attend an AAII Local Chapter Meeting near you ...

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