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Offering "High Touch" Bill Pay Services Can Help RIAs

Thursday, June 03, 2021 | 2:00 PM Eastern Daylight Time The more value-added services you provide clients, the harder it is for them to replace you. Identifying a safe and secure bill pay service can solve a major pain point for ultra / high-net-worth (U/HNW) clients, further deepening the advisor-client relationship. Join April Rudin and Daniel Bernstein as they discuss the opportunity for RIAs to distinguish themselves through this important “high touch” service offering for U/HNW families and individuals. While not prohibited from doing so, RIAs offering these services are often deemed to have “custody” of client funds.  Daniel and April will demystify the offering, exploring ways to offer bill pay services while complying with industry rules and regulations, along with suggestions on how to go to market and offer this service differentiation.

Refinitiv Wealth Management Report – The Race for Digital Differentiation – Highlights the Growing Needs of Self-Directed and Advisory Clients

Management , Data 02:00 pm Refinitiv today released the findings of its Wealth Management report titled ‘The Gold Standard: The Race for Digital Differentiation’. The report is the second in a two-part series and examines how investors’ trading activities, data needs and digital expectations have changed and continue to evolve.   ‘The Race for Digital Differentiation’ report is based on research commissioned by Refinitiv that surveyed 1,030 self-directed and advised mass affluent investors, located in nine global financial centers: Australia, Canada, China, Hong Kong, Japan, Singapore, Switzerland, the UK and U.S. The study finds that self-directed and advisory clients’ needs are rapidly changing in this new, more digitally oriented operating model. In the future, they will need new data and digital capabilities to take advantage of promising investment opportunities and avoid potential risks, supported by more advanced tools that allow for better digital collab

The rise of the digital retail investor (19 May 2021)

Refinitiv Wealth Management Report – The Race For Digital Differentiation – Highlights The Growing Needs Of Self-Directed And Advisory Clients

Refinitiv Wealth Management Report – The Race For Digital Differentiation – Highlights The Growing Needs Of Self-Directed And Advisory Clients