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TDAI LINC: Alexa Skills Bring Concerns About Accessibility, Security

Kevin Norris, president of Girard, is included in Samuel Steinberger’s article discussing how tech is changing the advising landscape and concerns he has. For example, Norris wants to promote responsible financial behavior in clients, while still allowing accessibility. “You don’t want people looking at an account balance every day. Constant balance-checking during periods of market volatility can be unnerving for clients and lead to risky financial behavior. The longer doubt creeps into clients’ minds, the harder it is to correct,” he says.

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