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
Refinitiv Wealth Management Report – The Race For Digital Differentiation – Highlights The Growing Needs Of Self-Directed And Advisory Clients
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Refinitiv Wealth Management Report – The Race For Digital Differentiation – Highlights The Growing Needs Of Self-Directed And Advisory Clients
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Refinitiv: Redefining Investor Data Needs
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Date
28/01/2021
Refinitiv today released the findings of its Wealth Management report titled ‘The Gold Standard: Redefining Investor Data Needs’. The report examines how investors’ trading activities, data needs and digital expectations are likely to evolve in the future.
The ‘Redefining Investor Data Needs’ report is based on research commissioned by Refinitiv that surveyed 1,030 self-directed and advised mass affluent investors in September 2020, 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 the future, they will need new data and digital capabilities to take advantage of promising investment opportunities and avoid potential risks. In short, Investors in different regions – whether self-directed or advisory clients – and across all ages want to receive content that can positively i