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Publication Date: December 2024

The Future of Investing: Future of Advisory—Open advisory and the convergence of capital asset management

The latest article in our “Future of Investing” series introduces the concept of "open advisory," which aims to integrate capital and asset management with third-party services to enhance investors' lives and wealth. This approach uses application programming interfaces to offer both low-touch, distributed services and high-touch, interconnected hubs—potentially transforming the relationship between advisors and clients.
Client Use: 
Yes
Literature Code: 
IASFI-OPADV
Format 
PDF