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Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract And Retain The Modern Investor – Highlights Data Insights From Investors

<ul> <li>Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. </li> <li>Digital capabilities &ndash; 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state &ldquo;advisor recommendations&rdquo; as the most reliable source of information. </li> <li>Personalisation - 64% of millennials and 51% of the 35-54 age bracket are willing to pay more for personalised investing products and services. The number was highest with Latin America 70%, Asia Pacific 47%, Europe 33%, and North America 22%. </li> </ul>

Refinitiv and Vestorly to Provide Enhanced AI-powered Digital Marketing Solutions to Wealth Managers

Refinitiv Launches Wealth Practice 360 Providing Wealth Management Firms And Advisors With An Integrated View Of Their Book Of Business - Solution Creates A 360 View Of The Advisor's Business By Connecting Internal And Third-Party Applications With Market Data, Client Data And Analytics.

<p><span>Refinitiv today announces the launch of&nbsp;Wealth Practice 360, a solution designed to provide an efficient workflow and better insights on demand for wealth advisors.&nbsp; Wealth Practice 360 uses a sophisticated set of services that aggregate client information from multiple sources including back-office systems, CRM, financial planning tools, held away assets, and social media activity to deliver a 360 view of an advisor&rsquo;s book of business.</span></p>

Investegate |LondonStockExGroup Announcements | LondonStockExGroup: Half-year Report

Refinitiv Launches Platform For Wealth Management Firms And Their Active Trader Customers - Platform Allows Wealth Firms To Offer A Superior Trading Ecosystem For Active Self-Directed Investors Powered By Detailed, Timely Information And Insights, Making For An Integrated Digital Experience.