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Summary: The pace of change in advisor technology has never been greater, nor has the technological disparity among financial services firms. At one end of the spectrum, some firms are still using hardware and software originally developed and deployed in the 1980s. At the other end, we have firms deploying software that didn’t even exist in the financial advisor space a few years ago.
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Summary: Established financial advisors are well-practiced on the value of working “in their business,” plugging away at the daily and weekly activities that are critical to running a successful advisory firm.
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Summary: The initial set of high profile robo advisers had to blaze their own trail, solve tough challenges and invest a lot of capital to get where they are today. While some forecasts show the number of different robos peaking, it is possible that the work done to date has simply created the building blocks for many more robos to come. What kind of evolution are we experiencing?
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Summary: Most firms start their sales pitch with what they can do for the prospect, then describe how they will do it, and maybe mention why the prospect should choose them. Reverse the order, says Alexandre Monnier, president of the Family Office Exchange
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Summary: What software and programs truly create efficiency for both advisers and clients? How much big data can a firm actually act upon?
