The challenge facing wealth managers today. How can wealth managers attract and engage a younger market?
‘Shifting the demographic dial’ is based on the Editions Financial-authored SEI report into the top 11 trends in wealth management today.
The report examines the fact that many wealth management firms are torn between the old and the new with the big challenge being how firms engage the younger investor market. Read ‘Shifting the demographic dial whitepaper UK’ or the ‘Shifting the demographic dial whitepaper US’ to learn how a combination of content and technology can help you turn the dial and keep your pipeline robust.