Voices Google vs. financial advisors
December 2, 2019 by Carolyn McClanahan
With all the buzz about tech companies such as Google teeing up to enter wealth management and threatening to replace financial advisors, it is important to consider what the advisor brings to the table. Is it enough?
First let’s review what advisors actually do.
Advisory firms provide services that vary widely from advisor to advisor. Most financial advisors only offer investment management with basic retirement advice and call that financial planning. Many provide sales or advice on insurance products. A smaller number of advisors will touch on budgeting, estate planning, college planning and tax planning. A few get in the weeds of the client’s entire financial picture, making sure that their client’s financial resources and habits are truly aligned with their life goals.
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