![]() Shane Morrow, CFP, CIMA, CAIA, is a registered representative of Lincoln Financial Advisors. He is also co-founder and private wealth adviser of IronBridge Wealth Counsel
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Summary: Maybe it is generational, but as a millennial, albeit an old one at 34-years-old, I view the relationship between robo advisers and human advisers as similar to the relationship between autopilot technology and commercial pilots — yes, autopilot technology is a great tool to assist the captain, but I am not getting on a plane flown solely by a machine. Robo advisers represent a similar, potentially complementary relationship, for thoughtful planners.
![]() Shane Morrow, CFP, CIMA, CAIA, is a registered representative of Lincoln Financial Advisors. He is also co-founder and private wealth adviser of IronBridge Wealth Counsel
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