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
Leonard Lauder’s Family To Sell $1 Billion Worth Of Estée Lauder Companies Shares
The family of Leonard Lauder, the heir and son of Estée Lauder Companies (ELC) co-founders are selling US$1bn worth of shares to settle his estate.
Bitcoin Traders Are Still Rattled After $340 Billion Wipeout
Bitcoin is struggling to stage a meaningful recovery after last month’s stumble.