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
Katy Perry’s Real Estate Legal Fight Is a Cautionary Tale for Anyone Set To Inherit or Sell a Family Home
Katy Perry’s $15 million Montecito, CA, mansion purchase has turned into a yearslong legal standoff with the family of 84yr old seller Carl Westcott.
AI is Quickly Transforming Estate Planning
Integration of AI into estate planning is rapidly changing how advisors, attorneys and clients approach the most sensitive areas of wealth management.