Evolution of Investment Services and Financial Advisor Role

Investment services and the role of financial advisors have evolved significantly over the past few decades. Initially focused on traditional assets like stocks and bonds, investment portfolios now include a diverse range of assets such as venture capital and ETFs. Likewise, financial advisors have shifted from manual, paper-based interactions to automated processes, catering to larger client bases and offering more personalized services. These changes have been facilitated by advancements in technology, reshaping how advisors engage with clients and manage investments.