Trends Report

The Top Five Trends In Digital Wealth Management For 2012

Mobile, Social, Video, Advice, And Usability Will Change Retail Investing

February 9th, 2012
Bill Doyle, null
Bill Doyle
With contributors:
Carrie Johnson , Douglas Roberge

Summary

Rocketing adoption — by financial advisors and agents as well as investors — is driving five digital trends that will change the wealth management industry. Smart eBusiness managers will follow the example of early leaders, including E-Trade Financial and Generali in mobile Internet, Pacific Investment Management Company (PIMCO) and Ameriprise Financial in social media, Vanguard and Jackson National Life Insurance in online video, Nationwide Mutual Insurance and Charles Schwab in online advice, and Fidelity in usability.

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