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Advisors need to rethink their value propositions

As technology makes more information available to clients, advisors will have to rethink their value propositions moving forward, says Sabrina Lowell, principal with Private Ocean.

More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm. For more, please see: InVest Conference.