NAIFA's McNeely Quoted in Wall Street Journal on the Role of the Advisor

NAIFA President Juli McNeely was quoted in a January 6 Wall Street Journal article, "Brains, Bots or Both? Finding a Financial Adviser," making a case for the important role played by insurance and financial advisors, even as automated systems are becoming more common in the marketplace.

For "matters such as risk management, legacy and estate planning, charitable giving, tax strategies and lifestyle planning" McNeely says that a human advisor provides critical input and advice to consumers, according to the article.

“These are scenarios you can’t necessarily feed into a computer,” McNeely told the Journal.

The complete article is available online.
  • Posted January 8, 2015 IN

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