Category: Personal Financial Advisor

Beware of the Robo-Advisor and Other “Smart” Investment Solutions

By Daniel Cohen The financial services industry has undergone changes since I entered it more than two decades ago, and it seems to be changing at an accelerated pace in the past few years.  Just like many other industries such as lodging (Airbnb) and transportation (Uber), financial services companies are now competing with technology-based competition… Read More »