Value Generation for Investors - Paolo Sironi

2024

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AI-generated summary

1) This guide explains how regulatory shifts like MiFID II and technological automation transform financial advice into a goal-based, investor-centric industry focused on delivering measurable value.
2)
- Analyzes the five core actors shaping financial advice: investors, advisers, regulators, financial markets, and technology.
- Details the dual advisory framework of client on-boarding (goal profiling) and in-boarding (product selection and risk management).
- Explores how fintech and robo-advisors drive industrialization, compliance transparency, and new business models.
3) Tags: MiFID II, financial advice, wealth management, fintech, regulation

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