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HNW investors demand better digital services from IFAs

High-net-worth investors are demanding better digital services from IFAs and this could be a deciding factor in terms of loyalty, a new white paper has found. The report found that clients who wanted digital improvements were overwhelmingly in favour of switching providers over time if their needs were not met. More

Tessa leeDigital services in wealth managementDigital servicesWealth management

Survey shows HNW individuals demand better digital experience from advisers

Survey shows HNW individuals demand better digital experience from advisers
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Tessa leeDigital services in wealth managementWhite paperWealth management