Summary: The terrain for financial advisors is shifting. The ubiquitous adoption of smartphones and the use of social media have changed the way advisors connect with clients.To find out what advisors and clients are thinking, EY’s 2014 Wealth Management Survey asked both groups a series of questions.
 Finding the best way to deliver services and information is critical to keeping clients content and attracting new ones. And neither advisors nor clients would ever dare forget the ultimate bottom line: portfolio performance."EY’s 2014 Wealth Management Survey. |
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