Kurtosys Insights: US Advisors Perspective

Kurtosys Insights: US Advisors Perspective

Financial advisors are on the front line when it comes to using digital technology for investment management. We asked some senior US financial advisors some topical industry questions and their opinions on some of the tools they use regularly. Download the paper for their answers. 

Questions include:

  • Their opinion on the rise of "robo-advisors"
  • Pain points with technology for advisors
  • Fund factsheets - essential or in need of disruption?
  • Digital tools used every day
  • The impact of social media on financial advice

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