The Advisor-Client Dynamic is Shifting: How Technology is Redefining Wealth Management Expectations

For most of wealth management’s history, the advisor relationship was defined by information asymmetry. The advisor knew things the client did not necessarily heed all the time. Actionable Information on market conditions, product structures, portfolio optimization logic and the value of the relationship came largely from that knowledge differential. nnThat differential has not disappeared, but it has narrowed. Clients who want to […]