Trends 2013: Digital Wealth Management

September 24th, 2013

Bill Doyle

With contributors:

Lily Varon , Benjamin Ensor , Colin Campbell

Summary

Digital touchpoints have become the channel of choice for most investors worldwide. Despite this massive shift in channel preferences, few wealth management firms dedicate substantial resources to digital touchpoints. To meet client expectations, smart eBusiness managers will follow the example of early leaders, including Cortal Consors and E-Trade in mobile, Morgan Stanley and TIAA-CREF in social, Ameriprise and Charles Schwab in multi-touchpoint experiences, ANZ Private Bank and Merrill Lynch in collaborative advice, upstarts Nutmeg and Betterment in self-service advice, and Fidelity and TD Ameritrade in usability.

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