Just like seafarers who spent centuries looking for a Northwest Passage from the Atlantic to the Pacific to save on shipping time and costs, investment advisory firms are seeking operational efficiencies.
In their new white paper titled Northwest Passage, Brooklyn Investment Group explores what they've coined ‘Operational Alpha’ - the reduction of effort required to run an advisory business, especially through the use of technology.
We believe that leveraging technology to do the things that computers often do better than human beings frees up advisor time to focus on adding value through relationship-building, trust and estate planning, and other services.
Check the white paper out here.
Explore Brooklyn Investment Group's other research here.
October 25, 2024
More Articles
SMArtX Advisory Solutions Expands Manager Marketplace with Investment Strategies from 22 Leading Asset Management Firms
"SMArtX is kicking off the new year with new products available on the manager marketplace. These help to expand our offerings and provide advisors with a comprehensive and diverse marketplace to meet their specific needs."
Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform
Financial advisors utilizing the Envestnet platform will now have access to Northern Trust Asset Management’s more than 35 years of expertise in customizing tax-aware portfolios for the ultra-high-net-worth market.