Four Advances that Will Change Financial Advice
My first column from New Model Adviser on four shifts that will change the face of financial advice: Most investment planning will be done by algorithm Advisers will adopt digital tools to boost productivity Rise of flat fees Adviser fees will come down but the share...
Tinder for Financial Advice
The title of this blog may be accused of clickbait but it underlines an important point: How will financial institutions engage with a new generation that takes the web, apps and algos for granted? Will financial advisors be swiped away to the left, like a spurned...FOLLOW US
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