P: (704) 716-1100 | E: lifeplanning@alphafa.com

Alpha Financial Advisors | Charlotte, NC

Wealth Management and Financial Advisor in the Ballantyne Area Navigation
  • About
    • Mission & Vision
    • Meet Our Advisors
      • John Gugle, CFP®, CRPC
      • Ann Reilley Gugle, CFP®, CPA
      • Nick Barringer, CFP®
      • Megan Lokitis, CFP®
      • Dianna Almond
      • Tyler Weaver
    • Who We Work With
    • Alpha in the News & Community
  • Approach
    • Why Fee-Only Is Important
    • A Personal Connection
  • Services
    • Financial Planning
    • Investment Management
  • Resources
  • Contact
    • Client Vault
    • My Financial Plan
    • Charles Schwab
    • TD Ameritrade
    • Lively HSA
    • CollegeAmerica Virginia 529 Plan
    • My529 (formerly Utah 529 Plan)
  • About
    • Mission & Vision
    • Meet Our Advisors
      • John Gugle, CFP®, CRPC
      • Ann Reilley Gugle, CFP®, CPA
      • Nick Barringer, CFP®
      • Megan Lokitis, CFP®
      • Dianna Almond
      • Tyler Weaver
    • Who We Work With
    • Alpha in the News & Community
  • Approach
    • Why Fee-Only Is Important
    • A Personal Connection
  • Services
    • Financial Planning
    • Investment Management
  • Resources
  • Contact
    • Client Vault
    • My Financial Plan
    • Charles Schwab
    • TD Ameritrade
    • Lively HSA
    • CollegeAmerica Virginia 529 Plan
    • My529 (formerly Utah 529 Plan)

Talk Is Cheap: Automation Takes Aim at Financial Advisers – and Their Fees

July 26, 2017

Wall Street Journal
by Jason Zweig, Anne Tergesen, and Andrea Fuller

 

Ann Gugle of Alpha Financial Advisors contributed to this article that appeared in the Wall Street Journal.  To read the entire article, please go to:  https://www.wsj.com/articles/talk-is-cheap-automation-takes-aim-at-financial-advisersand-their-fees-1501099600

The Wall Street Journal

Categories

  • Alpha Team News
  • Financial Planning
  • Investment Management
  • Uncategorized

As Seen In

As Seen In the Wall Street Journal WSJ As Seen In U.S. NEWS & WORLD REPORT LOGO As Seen In the New York Times As Seen in Investment News As Seen In Bloomberg Business As Seen In Investor's Business Daily As Seen In Money Magazine As Seen In Kiplinger As Seen In CNBC As Seen In Magnify Money

Archives

  • February 2019
  • December 2018
  • November 2018
  • October 2018
  • August 2018
  • May 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • October 2017
  • August 2017
  • July 2017
  • June 2017
  • March 2017
  • February 2017
  • January 2017
  • October 2016
  • July 2016
  • April 2016
  • June 2015
  • May 2015
  • March 2015
  • December 2014
  • October 2014
  • August 2014
  • July 2014
  • June 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013

Marshall-Point-Lighthouse

Getting Started


Ready to Learn More About Transitioning to Alpha?


Contact us for a free consultation or join our mailing list to keep in touch.


Sign Up for Our Newsletter


Schedule Free Consultation


  • Home
  • Directions
  • (704) 716-1100
  • Contact Us
  • Important Disclosure Information
  • Client Vault

© 2015 Alpha Financial Advisors. Charlotte, NC | Privacy Policy and Terms of Use | Financial Links | Web Design by Rabell Creative.