Innovate or else: Advisers must leave the comfort zone before it's too late

May 11, 2019

Innovate or else: Advisers must leave the comfort zone before it's too late

A lack of innovation is threatening the growth that the financial advice industry has become accustomed to in recent decades, according to some top advisers.

Technology is commoditizing advice services. Without innovation "you may not be here in a couple of years," said one firm leader during a recent roundtable with the Alliance for Registered Investment Advisors, a think tank founded by advisers, hosted by InvestmentNews in New York.

Contact

Follow Us