CNBC unveiled its top 100 financial advisors list and found that the industry lacks diversity. Lazetta Braxton, 2050 Wealth Partners co-CEO and a member on CNBC’s Financial Advisor board, and Evelyn Zohlen, 2020 Chair of the Financial Planning Association and Inspired Financial president and founder, joins ‘Power Lunch’ to discuss why there is a lack… Continue reading How the financial advisory industry can increase its diversity efforts
Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage $460 billion, with some analysts predicting it will become a $1.2 trillion industry by 2024. Watch the video to find out why some investors believe it will never replace traditional… Continue reading Will Robots Replace Human Financial Advisors?