Amazon has not revealed immediate plans to offer digital advice, but advisers should take note of the company's move to experiment with a "checking-account-like product." Advisers can continue to demonstrate their value by providing services such as career and longevity planning.
What advisers should know about Amazon's interest in finance
Sign up for Financial Planning Digest
The latest news for CPA personal financial planners
Get the intelligence you need: news and information that is changing your industry today, hand-curated by our professional editors from thousands of sources and delivered straight to your inbox.