3min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Michael Kitces – The Past, Present & Future of Financial Advice - [Invest Like the Best, EP.122]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Is There a Digitalization of the Guts of the Investment Dustry?

Y. Stern: What do you see problems left to be solved on the technology side pertaining to investing? He says there are still a remarkable number of investment vendors where i can only open an account with a wet ink signature, like an actual physical piece of paper. Y. Stern: There's a lot of room just to get better on the performance reporting tools that are in our space - making them easier to use and more intuitive for consumers.

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