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OneWorld™ Wealth ManagementLooking Ahead!
There is some concern that the emergence of “robo-advisors” may pose a competitive disadvantage and will ultimately change the playing field for more traditional advisors as millennials in particular; will tend to choose more technology-centric services that directly connect investors with suites of analytic tools to create financial plans over traditional advisory practices.
In October 2010, Microsoft shared a report called, “Millennials Need Bankers, They Just Haven’t Met You Yet.”
COVID-19 relief measures by the U.S. government and Federal Reserve could be better designed to maximize their positive impacts on the economy, according to new research co-authored by Wharton’s Tim Landvoigt.
Separating employment from pensions and benefits, working longer to tame longevity risk, and expanding financial literacy will be critical, says Wharton’s Olivia S. Mitchell.
Investors can use smart models to brave market slumps, but they have short memories and often repeat mistakes, says Wharton’s Joao Gomes.