The Future of Financial Planning is Digital

When was the last time you actually walked into a bank to deposit a check? We can’t remember either. Digital transformation has changed the face of financial services, from banking and payments to lending and crowdfunding to blockchain and crypto. In countless ways it’s made our lives so much easier. Financial planning is another story. Across the industry, too many advisors still rely on face-to-face … Continue reading The Future of Financial Planning is Digital