The Connected Advisor: The Rise of Digital and Social Advice in Wealth Management

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09/03/2013 by Asset management
The Connected Advisor:  The Rise of Digital and Social Advice in Wealth Management

At a glance

This paper examines the four forces of change that are shaping wealth management - shifting demographics, changing client behaviors and expectations, rising technological innovations and emerging disruptive competition.

This paper examines the four forces of change that are shaping wealth management - shifting demographics, changing client behaviors and expectations, rising technological innovations and emerging disruptive competition.

The aim of this paper is to help wealth managers assess the implications of wealth management business models that are being transformed and position themselves to deliver a connected experience along client, advisor and employee lifecycles as clients discover, engage and transact with their firms. Firms that lead in providing value to their wealth clients will need to address changing technologies and social channels in order to remain industry leaders.