The Rise of the Connected Advisor
Due to their central role in client relationships, advisors are at the heart of traditional wealth management models. However, the need for advisors to guide clients through options in an opaque market is increasingly being called into question. As information proliferates and technology expands, potentially disruptive new competitors are coming online and forcing wealth managers to reconsider the role of the advisor. New channels for obtaining investment advice and selecting and evaluating advisors are emerging—all with the backdrop of a rapidly changing regulatory landscape. This is broader than just toolsets.…
Read More