People generally know what they want, but very few know what they really need. As investment advisors, one of our foremost tasks is to identify what people really need, their goals, and provide appropriate advice accordingly. Good advice is the most important variable in our business, not cost or access.
As with other industries, technology has made inroads in the advisory and investment space as well. Algorithmic trading and robo-advisors have become buzzwords to attract clients while ..
