
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
9292 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?
91 Listeners
2,172 Listeners
990 Listeners
1,775 Listeners
937 Listeners
800 Listeners
248 Listeners
58 Listeners
1,261 Listeners
80 Listeners
410 Listeners
8 Listeners
346 Listeners
12 Listeners
24 Listeners
19 Listeners
22 Listeners
70 Listeners