Aug. 23, 2020

Technology Impacting Planners - Knudge & Robos

Technology Impacting Planners - Knudge & Robos

This week we focus on technology.  First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors.  Learn about the inspiration and process of moving the...

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Season 2

This week we focus on technology.  First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors.  Learn about the inspiration and process of moving the program from concept to market. 

Next, Sara Max joins the show to share about her recent Barron’s article, “Robo-Advisors Thrived Amid the Covid-19 Volatility. Here’s Barron’s Latest Robo Ranking”.  Hear about the challenges Robo’s may yet pose for financial professionals.

Knudge demo - https://vimeo.com/445085920

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Barron’s 2020.07.31 - “Robo-Advisors Thrived Amid the Covid-19 Volatility. Here’s Barron’s Latest Robo Ranking” https://www.barrons.com/articles/the-best-robo-advisors-for-2020-according-to-barrons-exclusive-ranking-51596243960?st=tozlm44pnplb67k