Young, wealthy clients still prefer the human touch over digital technologies
While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today by SEI, Scorpio Partnership, and NPG Wealth Management. In fact, forhigh-net-worth investors under the age of 40,…
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