Michael Recce: The goldilocks approach to neuroscience, AI and investing

Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops.

I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving into specific companies and industries and how these sets allow us to look at the world in a richer and more immediate fashion than ever before.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activitiy should be undertaken without first seeking qualified and professional advice.

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Asset-based fees dwindle as firms price for complexity, not wealth

Asset-based fees dwindle as firms price for complexity, not wealth

New research has found that the shift away from asset-based fees is gathering pace, with advice fees increasingly being based on the complexity of the client, not on portfolio size. Advice firms are shifting to charging for the technical and structuring expertise that keeps clients on track and helps stop them from making expensive mistakes.

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