We found a match
Your institution may have access to this item. Find your institution then sign in to continue.
- Title
Digital Attrition: What It Means for Your Practice.
- Authors
Stich, Anthony
- Abstract
The article focuses on the impact of technology on the financial planning profession. Topics discussed include how technology improves the client-adviser relationship, digital attrition in the banking industry, and the percentage of high net worth individuals who would leave their wealth manager due to a lack of integration between digital and traditional channels according to the report "Wealth Management in the Digital Age."
- Subjects
EFFECT of technological innovations on financial institutions; FINANCIAL planning; FINANCIAL planners; INVESTMENT advisor-client relationships; CLIENT relations; HIGH net worth individuals
- Publication
Journal of Financial Planning, 2016, Vol 29, Issue 8, p40
- ISSN
1040-3981
- Publication type
Article