Drive-by financial planning

August 1998
Journal of Financial Planning;Aug1998, Vol. 11 Issue 4, p13
Academic Journal
This article reports that Ernst and Young LLP has joined the fray that attempts to provide financial planning advice online. With the use of expert systems technology, the company will offer employees of client companies online investment and retirement advice customized to the organization's retirement benefit plan and to the employee's income, education, risk profile, et cetera. As Employee Benefit news put it, the program attempts to simulate the type of one-on-one conversation a participant might have with a financial planner.


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