The Future of Investment Advice (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

17:00, video webcast, recorded on 22 October 2016
Posted on 6 March 2017

Managing Director of Research Strategy, Asia Pacific

This information is accurate as of the date of recording.


The need and demand for attention toward the end client has never been higher. Investment advice is one of the high impact areas within financial services where this need has been growing. Is the “advice for a fee model” where the end customer decides the fee, the right model? What roles do technology and robo-advisory have to play? In this Take 15 interview, Anthony Serhan, managing director of the Asia Pacific Research Strategy at Morning Star, will provide his insights into these important questions that will shape the “future of investment advice.”

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
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