In 2015, we saw a number of robo-advisors join with major financial services firms as well as a couple of big financial services firms launch their own robo-advisor service. So far, 2016 has started off with a large banking group, BBVA Compass, partnering with robo-pioneer FutureAdvisor to offer a digital platform to customers.
Why Staying Ahead Of Tech is More Vital than Ever
A growing number of them are prioritizing technology investments, which means advisors who aren’t risking falling behind the curve in productivity and quality of service. According to a recent survey by Financial Planning, zero advisors plan to cut their technology budgets and half plan to increase their spending this year.
Advisors: Top Ways to Find Your First Clients and Grow
Becoming a financial advisor is a challenging endeavor with many requirements. Beyond potential education courses, you may also need to become certified as a certified financial planner (CFP) or chartered financial analyst (CFA) to set yourself apart.
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