Wealth Managers Must Embrace Technology

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  • 06 mins 41 secs
Traditional wealth firms can no longer just rely on the personal relationship as a differentiator to their business. A recent FactSet/Scorpio survey found that a staggering 80% of high and ultra-high net worth individuals indicated that they would value a client-advisor relationship that is augmented by technology. Philipp Zerhusen, Director of Market Development at FactSet discusses the survey findings.

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FactSet

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