The Near Fu­ture of Dig­i­tal In­vest­ing

Financial Planning - - FINANCIAL-PLANNING.COM -

More than 40% of in­vestors now use some com­bi­na­tion of hu­man and dig­i­tal ad­vice, ac­cord­ing to re­search from con­sult­ing firm Hearts & Wal­lets. “The term is go­ing to be de­creas­ingly use­ful,” says the firm’s CEO, Laura Varas. New in­dus­try en­trants may tai­lor their strat­egy to the finest client minu­tia like lev­els of in­vest­ing ex­pe­ri­ence and whether clients like to think about their sav­ings goals, she says. Use this link to read more about emerg­ing dig­i­tal trends: http://bit.ly/2cez­zcr

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