Client expectations are changing in wealth management because of the advent of new technology. The wealth management industry lags behind disrupters such as Uber that are transforming their customer’s experiences. Read this e-book to learn the key insights financial advisors and wealth managers must understand — not only to survive what’s ahead, but also to succeed in the new competitive landscape to bring the client experience fully up to speed with other industries.
Millennials may be the most important demographic in the marketplace today—and the most misunderstood. However, because of their size (85 million) and spending power ($1.3 trillion), the Millennial generation is already reshaping the marketplace and will continue to do so for years to come. In the first part of this illustrated report, you’ll discover how to reach this important business segment and how to get their business.