Advisory Process
Does robo-advice work?
18 August, 2015
Tech start-ups are hot. Within that, ‘fintech’ is hot. And within that, ‘robo-advice’ is a term that’s starting to be bandied around even in the Indian market. What do these terms mean and why are they relevant to anyone associated in the asset/wealth management industry? (By the way, I have combined the wealth and asset
- Published in Advisory Process, Featured
Choose your value proposition
03 July, 2015
Unlike medicine where there is a clearly defined distinction between the general practitioner and various specialists, wealth management is a grey area the world over. While global regulators are increasingly separating brokers/distributors from advisers based on compensation source, wealth managers can still choose their own business model and area of focus based on their own
- Published in Advisory Process
Understanding risk profiling
03 April, 2013
Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.
- Published in Advisory Process