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
JPMorgan Says There Is No New Crypto Winter
Bitcoin has been sliding, sentiment has been deep in Fear mode, and Crypto Twitter has been panicking. But one major bank isn’t concerned.
Wells Fargo Sees S&P 500 Clocking Double-Digit Gain In 2026 As AI Boosts Profits, Tax Refunds Lift Spending
Wells Fargo (WFC) is the latest Wall Street firm to outline another bullish outlook for the S&P 500 (^GSPC) in 2026.