1844: Balancing Automation and Human Support in Financial Advising
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. The company has built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. As a result, advisors using Altruist can work more efficiently and substantially lower operating costs, enabling them to grow on their terms and help more people. Adam Grealish offers an overview of the state of the financial advising industry and why there's a time and place for Robo advisors. But there's a growing need for human financial advice too. About Adam Adam Grealish's…
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