Publication Date

Spring 5-10-2021

School

School of Business

Major

Business: Finance

Keywords

finance, financial planning, fintech, technology, financial advisor

Disciplines

Finance and Financial Management

Abstract

Technology impacts the financial planning field in a distinct way and will continue to change the nature of the industry in the future. Financial planners commonly use various types of technology to improve their service and product quality. This paper will discuss several of these current technologies used by most financial planners, as well as technology that is available today that could be applied to the profession, threats to the field that technology presents such as data security, and future technologies that might have significant implications for planners. It is in the best interest of both client and planner to be updated on the technologies available in the field. It is up to financial planners to adapt and thrive alongside these new innovations.

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