6 years, 2 months ago

The Rise of the Connected Advisor

Guest post by C. Steven Crosby 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 […]