New ideas can act as a pendulum, over-shooting the optimal point before it settles. FinTech, or WealthTech, may be very similar. Although computers and AI advancements have made some work more efficient (ed. SOME), there is an increasing school of thought that human concern and advice will continue to be the most meaningful part of this industry. Financial planning is one such service. FinTech is allowing me to make my administrative tasks more efficient; which in turn gives me more time to worry about my clients wealth, wellness and well-being.

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We are now in a phase of digital transformation that is centered on bringing investors and advisors together through digital collaboration tools. And through this evolution, technology is elevating the role of humans, not replacing them.