The wave of millennials entering the market are putting pressure on financial advisors to use newer technologies in managing their money. They are also pushing even Gen Xers and baby boomers toward more modern financial tools. What does this mean for contemporary wealth management and how can financial planners respond?
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.