Financial planning remains a key component of many wealth management offerings and can be a point of differentiation for advisers in otherwise crowded markets. In recent years, increasingly agile technology has transformed financial plans from the multi-paged volumes that tended to gather dust to more cost effective, dynamic, real-time roadmaps and guides for clients' financial lives. In this conversation, Alex Murguia, co-founder of inStream and managing principal of McLean Asset Management, discusses the impact of technology on financial planning and wealth management.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.