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Affluent Investors Seek Online Collaboration

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

May 11, 2011

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Authors

  • By Bill Doyle
  • with Emmett Higdon,
  • Molly Simpson,
  • Beth Hoffman

Why Read This Report

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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  • More Than One In Four US Millionaires Show Interest In Online Collaborative Advice Tools
  • Validators Show The Highest Level Of Interest In Most Online Collaborative Advice Tools

Also in Collection: US Affluent Consumers

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