For more in-depth coverage on how Silicon Valley planners are leading the way in future-proofing their practices, read "
The best use for robos in a planning practice
April 5, 2019 10:56 AM
0:35 Can human advisors be friends with robos? Absolutely, says Dan Murray, a principal and advisor at Mirador Capital Partners. Digital advisors are tools, not competitors, he adds, saying that tax-loss harvesting is just one "perfect" use. Learn what other solutions robos can provide in this 40-second video.
For more in-depth coverage on how Silicon Valley planners are leading the way in future-proofing their practices, read "Younger, faster, digital-first: Cracking the new advice code."
For more in-depth coverage on how Silicon Valley planners are leading the way in future-proofing their practices, read "