Personal Capital CEO Harris on the Future of FinTech

The video discusses the evolving landscape of the investment industry, highlighting the integration of digital and human advice. It explores the sources of new assets, client demographics, and the role of automation in financial planning. The challenges of growth and awareness are addressed, emphasizing the importance of financial advice in modern life. The video concludes with a discussion on the enduring relevance of financial advisors, contrasting it with the travel agent industry.

What is the significance of having dedicated human advisors in the investment process?

In what ways do digital tools enhance the delivery of financial advice?