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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Despite the Rise of Robo-Advisors, Human Advisors Are Still Thriving

Not too long ago, some believed that robo-advisory services represented a changing of the guard: as younger and more tech-savvy generations reached maturity, human advisors would be supplanted by their AI-powered counterparts. But although robo-advisors have gained a foothold in the wealth management space, investors still overwhelmingly prefer working with a flesh-and-blood advisor. This article from Adam Van Deusen at Kitces explains why.

[Read The Article]

 

Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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