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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)