Ephraim Global Study Uncovers New Set of Strategies to Address Investor Attitude Shifts
Summary
" Tokyo, Japan, January 20, 2016 --( “For financial advisors that seek long-term success, the future is now,” said Hajime Fujiharu, Chief Operating Officer at Ephraim Global.“Taking into consideration the rapid advancement of technology, this period of transition offers advisors the chance to remain one step ahead of their peers but can also leave some of them dangerously behind and unprepared.It is out of these considerations that we have launched “The Future of Financial Planning” as a means to aid advisors in understanding what areas of interest they should concentrate on in order to achieve the maximum level of success in their future business efforts.” The seven particular strategies described by the study offer advisors a method of organizing their company’s operations to facilitate development and sustainability, which can be adopted by businesses of all sized and require minimum capital expenses to ensure results.“Taking into consideration the rapid advancement of technology, this period of transition offers advisors the chance to remain one step ahead of their peers but can also leave some of them dangerously behind and unprepared.What used to be accomplished in writing is now done with the help of financial planning software, though according to the study only 26% of advisors use such software to their advantage.The Role of Robo-Advisors – Considered by some as cost-effective alternatives to human financial advisors the study suggest that future investors will most probably require a combination of robo-advisor strategies along with customized human service in order to achieve satisfactory investment results.About Ephraim GlobalFounded in 2005, Tokyo-based Ephraim Global is an international asset management group serving clients around the world.