Digital Expectations And The Wealth Management Experience

Digital Expectations And The Wealth Management Experience

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Financial Advisor Magazine | FA Staff

In its second quarter 2016 issue of The Cerulli Edge—U.S. Retail Investor Edition, global analytics firm Cerulli Associates posits that technological advances are forcing wealth managers to get with the digital program to help bolster the quality of planning they provide clients.

“Wealth management providers, in particular, feel pressure from technology solutions such as digital advice, changing financial planning expectations, and the commoditization of investment management services,” Shaun Quirk, senior analyst at Cerulli, said in the report. Read More. 

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