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
Beyond Health Benefits: Growing Need Seen For Estate Planning Services
It's a fool's errand during open enrollment to underestimate the importance of certain ancillary and nontraditional benefits.
Offset Hit With $2.3 Million Tax Bill Amid Cardi B Divorce Battle
Offset's finances just got a lot more complicated — right as he's divorcing Cardi B.