Join Bennett Free, Founder and Technical Lead of Fiscor, for a critical look at the shifting foundations of wealth management. For decades, a financial advisor's primary value driver was portfolio construction and asset allocation. Today, with the market flooded with self-directed trading apps, automated robo-platforms, and low-cost digital tools, investment management has become a commoditized baseline. In this episode, Bennett draws on his evolution from wealth management professional to software architect to map the industry's real future: transforming comprehensive, interactive financial planning into an advisor's core value proposition.

🎯 Insights You’ll Learn:

The Commoditization of the Portfolio: Why relying solely on asset management is a losing strategy in a world of automated, low-cost digital tools.

The Planning Shif ...