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Wealth Managers Must Embrace Technology


By FactSet Insight  |  November 6, 2019

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. Watch this video in which Philipp Zerhusen, Director of Market Development at FactSet, discusses the survey findings.

Wealth Managers Must Embrace Technology


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