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WealthTech Insights #74 with Joe Elsasser. The Future of Financial Advisors Is Technology Augmented

Expert Interviews
12 November 2019

In the next five to ten years, the role of the financial advisor—the human advisor—is going to be more and more technology augmented. With Joe Elsasser, CFP®, President and Founder of Covisum®, we discuss if advisors need such a shift and how WealthTech solutions can make such a future become reality.
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WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Joe Elsasser, CFP®

President and Founder of Covisum®

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