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The purpose of this white paper is to show Investors and Asset Managers how to recognize and respond to rapid transformation so they can stay relevant and thrive in the new global economy. Wall Street and its asset managers stand at a historic crossroad where they must embrace transformation to stay relevant or risk being completely bypassed by the next generation of Investors and asset management methodologies. They believe the Age of the Broker has ended and has been replaced by the Age of the Investor, a new era of fundamental investing defined by Investors. This transformation away from a 200-year old complex system that failed to place the customer first is a new course toward clarity, logic and the original intent of investing.
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