The Wealth Management Relationship: The Data or the Advisor?

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The Wealth Management Relationship: The Data or the Advisor?

Postby kreslik.news » Wed Jun 08, 2016 9:32 pm


This article was written by Jason Demby, the Director of Business Development, Financial Services at Datameer.

What defines the relationship in wealth management? Is it defined by the strength of a database primary key or is it about a level of trust, loyalty, skill, and white-glove service?

Supporters of the former would have you believe that your Betterment or Wealthfront accounts and their data architectures and supporting algorithms will expertly manage your wealth for a fraction of the cost. The major full-service brokers, including Morgan Stanley, Merrill Lynch (Bank of America), JPMorgan, and others, rely on a high ... (read more)

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