The Future Of The Financial Advisor With eMoney Advisor CEO Ed O’Brien

On this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flux-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released. 

Issues we discuss:

• How could Artificial Intelligence play into the advisor-client relationship?

• Trends in the planning-focused community as it relates to preparing for volatility and the next bear market?

• What the role of the financial advisor looks like in 2028.

• The integration of eMoney with portfolio management systems such as Black Diamond and Orion.   

• potential consolidation coming in fintech and what would that look like for the advisor and client?  

• What he would you say to clients who may still feel as though a pure investment advisory relationship is sufficient for their family.

 

Follow eMoney Advisor on Twitter: https://twitter.com/eMoneyAdvisor

eMoney Conference Information: https://info.emoneyadvisor.com/summit-2018