Fintech vs. the Human Advisor

Published: June 8, 2021, 9 a.m.

b'Natalie Taylor, CFP\\xae, BFA\\u2122, runs an RIA and consults with fintech companies through her own business, Natalie Taylor Consulting. She spoke with Hannah Moore, CFP\\xae, about what finance apps do better for the average customer, what human advisors provide that can\\u2019t be replaced, and what the profession can learn from fintech to make financial planning services more client-centric and impactful.'