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Computer-Generated Advice Has Its Limits

Meridian Points

 

“Robo-advisors” are technology’s latest contribution to personal finance. But just how personalized is the advice of a machine?  In his column that appeared in last Sunday’s News-Sentinel, Tom Coulter discusses the pros and cons of robotic advice.

Read the column here: Robotic Investing

As always, call or email Tom with any questions that you have.

Meet the Author

Tom Coulter, CPA

President

Tom is the President and a founder of Meridian Trust. Tom graduated from The University of Tennessee, Knoxville, in accounting with honors, in 1978. Tom previously worked for the international accounting firm, Deloitte. He later joined the financial medical advising firm, FIS Associates, before founding Meridian Trust in 1997. Tom has worked extensively in retirement planning, taxation, estate and financial planning and investment management. He is a Certified Public Accountant, a member of the American Institute of CPAs (AICPA), and the Tennessee Society of CPAs (TSCPA). Tom is also credentialed as a Personal Financial Specialist (PFS) by the AICPA.