Thanks to continual innovation in technology, virtually every cost in the delivery of investment management services has been eliminated or reduced to just a few basis points. As a result, between product innovation and back-end revenue sources, many traditional investment activities, most notably commission-based trading, are now being offered for free.
However, technology innovation can work in an advisor’s favor too. Our whitepaper, Adding Value in a World of Free: The New Paradigm for Financial Advisors, details the trends driving down cost in the industry and explores how advisors can take advantage of technology to visibly and measurably differentiate themselves, while creating a compelling marketing message to continue to grow, compete, and succeed in a world of free.
