Aite Group has found that over 90% of digitally enabled advisors increased their assets under management, whereas only 54% of traditional advisor reported asset growth.
Robust digital technologies and client servicing capabilities are widely available to U.S. advisor practices, and they provide advisors more comprehensive portfolio management capabilities while enabling efficient service delivery and access to advice.
Join senior analyst William Boland for a webinar to learn how advisors and wealth management firms can utilize digital capabilities to enhance their client service offering and grow their practice.
Mr. Boland’s webinar is based on an online survey of 403 U.S. financial advisors of varying sizes and broker-dealer affiliations and offers key performance metrics to compare digitally enabled advisors to traditional practices.
Clients of Aite Group can view this webinar by logging into the website above.