I was recently interviewed by Jonathan Muma from 660 News Calgary. In this interview, I tackled how wealth management firms are using new technologies to make sound investments, combining both human and machines to help businesses succeed. I discussed the results of our study to understand the investing habits and preferences of investors across all asset classes.
I also addressed why we see little appetite for fully automated wealth management and more desire for hybrid advice. Listen until the end of the audio clip to hear what we expect to see in the future of wealth management.
As always, I’d be happy to have a more in-depth conversation about transitioning your firm to hybrid advice, so please reach out to me, Kendra Thompson.