The Wealth Management Relationship: The Data or the Advisor?
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The Wealth Management Relationship: The Data or the Advisor?
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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