Brian Kuhn CFP®, CLU®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by AARP in “Is a Robo-Adviser Right for Your Retirement?”
“This is due to the industry trying to accommodate customer demand,” Kuhn says. “It also presents an opportunity to introduce broader planning services to those clients if they decide they want or need more help.”
Access the full article authored by Alani Asis here.