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
Shutdown Pain Ripples Through US Economy With No Deal In Sight
The first week of a government shutdown is usually the easy one. It only gets harder after that.
Creative Planning To Acquire SageView And Expand Further Into The Wealth And Retirement Space
Creative Planning announced today that it has entered into a definitive agreement to acquire SageView Advisory Group ("Sageview").