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Big idea: Marrying technology with the personalized advice of the advisor.
There are lots of investors who want the benefit of technology but also want a human touch. The firm caters to the middle space between robo advisory and the traditional advisory space.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
I need the retirement plan and children education investment best scheme options and pure equity related long term investment.
Way to go!
( my thumbs up in earlier comment got converted to a question mark!)
Good idea and gist of the future. Digital workplace. Way to go??
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