Financial planning news from around the web: Jan. 8 – 12, 2018

Written on Jan 10, 2018

In case you missed them, here are some recent interesting financial planning news items from around the web.

Alexa, can you be my financial planner? 
Unless planners take advantage of innovation and the rapid consumer adoption that follows, clients are likely to embrace robo advisors over humans. Where does that leave the professionals? 

Rising number of older Americans carrying debt into retirement
While attitudes toward debt in retirement remain negative, debt levels of older borrowers remain on the rise.

New tax law could change how clients invest
Advisors must help clients decide how to ‘take advantage, or blunt the adverse effects’ of the sweeping tax law changes.

Could this simple proposal help boost retirement savings? 
Here's how auto portability would help prevent retirement account leakage when workers change jobs.

Tech Corner - How to use blockchain: 10 use cases
While the most obvious application for blockchain is to process financial transactions, enterprises and vendors are exploring lots of other uses for the technology. Here is a look at 10 of these possible blockchain use cases in greater detail.

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