There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.
[What is insidious about today’s accelerating rate of change for advisors and asset managers is how new technologies, evolving investment processes, and ensuing new competitors can creep up on you.
"A well-conceived AI approach can, we believe, exceed the limitations of both human driven stock selectors and traditional quants." - Dan Philps, Rothko Investment Strategies
"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment
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