The Impact of Robo-Advisors on Fee-Only Financial Planning Practices

The financial services industry has witnessed a significant transformation in recent years, largely driven by technological advancements. One of the most disruptive innovations in this sector has been the emergence of robo-advisors.

These automated investment platforms use algorithms to provide financial advice and manage portfolios with minimal human intervention. As robo-advisors continue to gain traction, they are reshaping the landscape of financial planning, particularly impacting fee-only financial planners.

This ebook explores the multifaceted impact of robo-advisors on fee-only financial planning practices, analyzing both the challenges and opportunities they present.

We will delve into how these digital platforms are influencing client expectations, fee structures, service offerings, and the overall value proposition of fee-only planners.