Advisory Process
Does robo-advice work?
Tuesday, 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
Choose your value proposition
Friday, 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
Wednesday, 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