The next-generation wealth advisor: harnessing data and technology to drive business

by Broadridge

The next-generation wealth advisor: harnessing data and technology to drive business

In 2017, Broadridge and ESI ThoughtLab completed a landmark study on digital transformation in wealth management, surveying 1,503 investment providers worldwide in different sectors, including 250 wealth advisors. We have drawn on data from these surveys for this white paper.

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