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All items tagged with: artificial intelligence

Financial Advisors’ Advice and Strategies Altered by A.I. Revolution

Posted: September 08, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , self-employed, knowledge bureau, tax returns, relationship management, Evelyn Jacks, income tax, retirement planning, distinguished advisor conference, financial advisors, wealth management, tax education, financial education, tax reform, entrepreneur, post-secondary education, CE summits, artificial intelligence, AI, industries, iron and ore, Malcolm McRae, tax planners, family wealth, intergenerational issues, job elimination, obsolete jobs, severance packages

From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business

As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?