The Future of Planning Frameworks

Investment management has driven our industry’s tech innovations since the internet first gave us cash-based planning in the 1990’s. Today, a transformation in financial planning itself is taking the creators of technology in a new direction.

On this Elementality podcast, Chad and I discuss past planning technology, which has given us great cash-based and goal-based tools. And then we look at future trends to see how the shift towards more traditional financial planning is affecting innovation.