Trends Report

Affluent Investors Seek Online Collaboration

Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients

May 11th, 2011
Bill Doyle, null
Bill Doyle
With contributors:
Emmett Higdon , Molly Simpson , Beth Hoffman

Summary

Forrester's data shows that more than one in four affluent US investors express interest in online collaborative advice tools such as co-browsing. In fact, the largest segment of affluent investors — Validators — show the greatest interest in collaborating online. By capitalizing on this interest, eBusiness managers at full-service wealth management firms can turn their websites into a competitive strength.

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