Personalize Wealth Services To Stay Competitive, Report Urges

Wealth Briefing reported that a survey by Refinitiv of more than 1,500 self-directed and advised investors around the world – including high net worth individuals – found that wealth managers must personalize services by using digital technology if they want to beat competition.

Iskra Duchkovska

Iskra Duchkovska

Leave a Replay

Sign up for our Newsletter

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit