Need for regulation and professional, human guidance rising in era of robo-advice

Financial Planning Standards Council

financial planning

Certified Financial Planner, Cynthia Kett of Stewart & Kett Financial Advisors Inc. says, “Technology makes financial information accessible to a broader segment of the market. However, it should be viewed as a complement to traditional investment advice and portfolio management, not as a substitute for a CFP® professional’s involvement and guidance.”

Read more