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
Gold Tops $4,500 As Metals Stand Out As Trade Of The Year: 'Investors Are Just Getting Smarter'
Gold and silver are among this year’s biggest winners, with momentum driving prices to record highs and setting up their best year since 1979.
Consumer Spending Powers The US Economy. A K-Shaped Economy Will Further Test This Dynamic In 2026.
The US economy exits 2025 with one phrase defining consumers: K-shaped.