While technology has completely transformed the way we communicate, collaborate and consume information and goods, it has not yet had the same impact on the way most individuals manage their personal finances and wealth. This white paper provides financial advisers and the wealth management industry with actionable intelligence and an improved understanding of investors’ overall financial and digital needs and demands. With information from thousands of investors and advisers, this paper illustrates how advisers can use digital to connect, communicate, and customize services for current and future clients.
White Paperswhite paper
An Adviser’s Guide to Understanding Investors’ Digital DNA
| June 29, 20172017-06-29
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