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Archive » January 2018 » The value of Financial advisors: a new strategy after MiFid2

The value of Financial advisors: a new strategy after MiFid2

Fabrizio Fornezza
January 2018 - n. 1
Jel codes: E20, D14, G11, Q56

Financial advisors have to increase clients’ well-being, lower the risk exposure, and increase investment returns. But first of all they have to provide value as behavioral coaches and partners of the clients and their families. Best practices can be realized by dynamic banks, able to redesign their models, integrating human and technological factors into a new mix and more aware and eclectic financial advisors.

 

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