Technology Will Enhance Our True Value

Ungar, Alan B.; Sakanashi, Mark T.
March 2001
Journal of Financial Planning;Mar2001, Vol. 14 Issue 3, p142
Academic Journal
In 1999 and 2000, Undiscovered Managers released reports predicting a major transformation--and a fight for survival--for the financial advisory business, resulting from fierce competition and technology. The authors of this essay focus on the technological factor, saying the reports were premature--technology ushers in the dawn, not the death, of the professional financial planner. They suggest that technology will free up planners from routine activities and allow them to focus on areas where they truly add value.


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