Summary: For the first of a series of special reports on the Crossroads the financial advice business is facing, we posed one question to top industry leaders: What turning point do you see the overall financial advice industry facing at the current moment? Here is what they said.
 In this burgeoning era of digital advice, firm leaders will have to look at their balance of 'technology versus touch.' What components of your client value proposition can be digitized or automated, and what parts can only be delivered through human interactions? It is the latter that will keep advisers relevant and continue what we see as a bull market for financial advice.”Michael R. Durbin, President, Fidelity Institutional Wealth Services. |
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