×

Please enter your information below to view this item

First Name
Last Name
Company Name
Country
Thank you!
Error - something went wrong!
   

Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status

May 9, 2017

In a recent webinar, “The Explosion of Data: How To Harness It Into Holistic Wealth Advice,” Darrin Courtney, Research Director at CEB TowerGroup, referenced a survey showing that affluent investors are looking for more than simply a strong return on their investments.

Previous Flipbook
Engaging Gen X and Y Investors
Engaging Gen X and Y Investors

In this webinar, we explored how Gen X and Y differ from each other, and how financial institutions should ...

No More Flipbooks