This article appears in the May 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Brian Capitao, Joseph Eskander, Emily Fox, James Gaughan, Jackie Graves, Roland Inacay, Alisha Mughal, Daniel Reale-Chin and Cyndia St-Cyr Montes
Research editors:
Katie Keir, Daniel Calabretta
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Firms are investing in technology but also must consider advisor training
Many advisors question how effectively their suggestions are acted upon
Advisors worry about hacks to client data, but also about human error
Offering generic or limited practice-building tools can lead to displeased advisors
Dramatic revenue increase needed to keep pace with systems costs: regulators
Concerns about conflicts, insider trading, manipulation in pre-hedging trades
Resilient U.S. economy continues to lead the G7, France enjoys Olympics boost
Chinese government stimulus expected to contribute further inflationary pressure