Summary: Like many folks these days, I get a lot of alerts on my iPhone. Some are important—such as a check deposited in my bank account, a bill that needs to be paid, the monthly diagnostics on my truck or my accountant telling me to make my quarterly income tax deposit. Others, not so much: a new email from my sister, or Amazon telling me about a new book by Walter Mosley or that the Browns are going to start RG III at quarterback (Okay, that’s pretty important).
 Financial advisors, then, will become more like today’s doctors: analyzers of information that’s been collected by robo platforms, reviewers of recommendations provided by those platforms, and counselors helping clients to implement the appropriate recommendations. As Halpern suggested: “the most valuable benefit of working with an advisor is the advisor’s knowledge of human behavior.”Bob Clark Editor-at-Large, Investment Advisor Magazine.
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