Sentences with phrase «interact with a human financial»

A robo - advisor is also a good fit for you if you prefer not to have to interact with a human financial advisor.

Not exact matches

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

In - house counsel play a key role in structuring and implementing ESOPs given the need to involve and co-ordinate the advice of in - house and external financial, legal, and human resource experts as well as interacting with the board of directors.