Who are providing financial advisory services nowadays? Financial institutes are without doubt the traditional market leader in serving the clients through financial advisory services. They’ve developed sophisticated skill set about how to maximize the values for clients. However, alongside the fast development of modern technologies, the channels of financial advisory services have been greatly enriched, so is the definition of “clients”.
Traditionally, the financial advisory services are provided to big money, including high-net-worth individuals, family offices, state-owned institutions, institutional investors, etc. While thanks to high technologies, such services have been able to reach a far more widened client pool. Almost every individual with a mobile phone could gain access to a variety of financial products like funds, securities, insurances, etc. And there are also a bunch of platforms available for individuals to discuss and communicate without barriers.
Rather than a process of superseding, the new technologies serve as a supplement to traditional ways of service providing. Now let’s get back to the theme topic: how to find the financial advisory services.
First of all, professionals and experts from all related sectors couldbe found at almost all financial institutes, which still remains the main source of the most professional services. Simply type in the key words by using the Internet then you are poured in with hundreds of thousands of choices raging from conglomerate to boutique firms. All you need to do is to go over their official introductions and visit them fact-to-face for better understanding and communication. And freelancer is also another option.
Or, you are welcome to explore all kinds of online platforms for their latest provision of news & data, financial products and channels. You are also allowed to manage your investments through your Internet-connected portals, which is convenient and real-time.
Cedrus Investments is a global boutique investment firm founded by Rani Jarkas over eighteen years ago, specializing in asset management and financial advisory services. Cedrus’ management team has collectively over 100 years of experience in the financial services industry in the U.S., Europe, Asia, and the Middle East.
Cedrus also has an independent, strategic board of advisors who participate in making key decisions at the firm. Members of the advisory board include thought leaders in business, finance, academia and international banking regulation from around the globe.