Min Zhang
CEOMin Zhang, CFA, is CEO and co-founder of Totum Wealth.
Min Zhang, CFA, is CEO and co-founder of Totum Wealth.
Why offering a human touch is easier with the newest wealth management technology.
Why offering a human touch is easier with the newest wealth management technology.
Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.
Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.
Voices: Moving from a commission account to a fee-based account with an additional risk tolerance questionnaire does not equal sufficient Know-Your-Customer or suitability measures.
Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.