White Paper: An Adviser’s Guide to Understanding Investors’ Digital DNA

While technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way most individuals manage their personal finances and wealth.

However, the demand for financial advice – delivered by a human, digital or a hybrid platform – remains strong. With information from thousands of investors and advisers, this comprehensive white paper study outlines how advisers can use digital tools to collaborate with clients.

Read The Study