Value of Investment Advice and Technology

I thought this was a well written and balanced article about the role of technology within the Financial Advice Industry.

The Uber moment has not really arrived in the financial services industry, particularly not in New Zealand (we have had a few cheap cabs join the ranks!).

The appropriate use of technology and mass customisation of investment solutions is the Uber moment in financial services industry.

The customisation of investment solutions involves a Goal Based investment approach, based on the principles of Liability Driven Investing.

A winning outcome will be the combination of smart technology and smart customised investment solutions.

 

Please see my Disclosure Statement

 

One thought on “Value of Investment Advice and Technology

  1. Pingback: One Year Anniversary | Kiwi Investor Blog

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