There has been a shift in consumer preferences, with more people looking for more transparent, fee-based advisory services rather than traditional commission-based services. This has led to the growth of robo-advisory platforms, which use algorithms to provide automated investment advice at a lower cost than traditional human advisors.
I'm joined by Robert Mennella to talk about changes in financial advisory, how clients invest their money with a lack of due diligence and we unpack his new firm called EQWITTY RESEARCH.
Connect with the guest here
Follow SGM across Social Media
https://linktr.ee/SGMPODCAST
