With asset management services now virtually free, the value proposition for advisors is shifting, as are client expectations for these…
Find out what heavy-hitting RIAs are using technology for and what software components go into the technology stack for the most successful advisors.
As more such projects and applications emerge, the world of blockchain and the complex technology fueling it are likely to continue capturing attention. Taking the time to understand the enthusiasm and technology behind this latest craze will not only help you answer client questions, but also prepare you for the future.
Based on existing trends in robo-advisory, we might see the future of wealth as a synthesis of digital advice, automation, and human-to-human interaction, with investors choosing options that match their aspirations and specific life goals.
Client assets managed on digital advice platforms is expected to hit $400 billion by the end of 2018. Many advisors are rolling out new offerings to prevent client defections.