CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Financial planning remains a key component of many wealth management offerings and can be a point of differentiation for advisers in otherwise crowded markets. In recent years, increasingly agile technology has transformed financial plans from the multi-paged volumes that tended to gather dust to more cost effective, dynamic, real-time roadmaps and guides for clients' financial lives. In this conversation, Alex Murguia, co-founder of inStream and managing principal of McLean Asset Management, discusses the impact of technology on financial planning and wealth management.

Direct download: Technology_and_Innovation_in_Personal_Financial_Planning__v2_1.mp3
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