
Investing needn’t be stuck in the past
The model that has long defined our roles as financial advisors wasn’t necessarily created in the interest of the investor; in many cases it is the banks that serve to profit most from the transaction. If you have dealt with the finance industry—as an advisor or client— this is probably not news to you.
Many financial advisors feel they have little choice except to adapt to the current system, and they are not happy about it. We are among them. Yet despite this brewing discontent, the system is unlikely to improve without new approaches and practices that align with the long-term interests of investors. It’s up to us, the disrupters, to bring the change we want to see.