
Sign up to save your podcasts
Or
In Episode #304, Anthony Serhan, managing director of the Asia Pacific Research Strategy at Morning Star, will provide his insights into these important questions that will shape the “future of investment advice.”
The need and demand for attention toward the end client has never been higher. Investment advice is one of the high impact areas within financial services where this need has been growing. Is the “advice for a fee model” where the end customer decides the fee, the right model? What roles do technology and robo-advisory have to play?
4.4
9191 ratings
In Episode #304, Anthony Serhan, managing director of the Asia Pacific Research Strategy at Morning Star, will provide his insights into these important questions that will shape the “future of investment advice.”
The need and demand for attention toward the end client has never been higher. Investment advice is one of the high impact areas within financial services where this need has been growing. Is the “advice for a fee model” where the end customer decides the fee, the right model? What roles do technology and robo-advisory have to play?
482 Listeners
196 Listeners
94 Listeners
2,173 Listeners
987 Listeners
930 Listeners
276 Listeners
813 Listeners
192 Listeners
59 Listeners
0 Listeners
1,284 Listeners
77 Listeners
412 Listeners
8 Listeners
12 Listeners
24 Listeners
19 Listeners
74 Listeners