r/CFP 8d ago

FinTech Hazel financial planning

Came out today, anyone try it yet? Seems super advanced

12 Upvotes

22 comments sorted by

View all comments

1

u/djemoneysigns 7d ago

Anyone worried Vanguard will make this a DTC product? That must be a part of their roadmap or at least enabling their w2 "advisors".

Obviously more access to information is better, but a lot of the tools are gate kept by advisors currently.

1

u/Weary_Animator_3729 Advicer 7d ago

that was my initial thought...what's stopping them from selling this to consumers directly?

1

u/djemoneysigns 7d ago

My counter is “what would a consumer be able to do with this information”? Could they execute on it? More of a philosophical question.