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.
For four decades, fundamental, bottom-up research has been at the core of the Janus investment process. Every quarter, our seven global sector teams share their bottom-up perspective on key themes in the equity markets and how those themes impact their sectors and areas of coverage. Read our 2Q16 Global Sector Views report to gain their insights.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.