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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