FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook
 


June 2021   

 

Bridging The Digital Divide In Wealth Management
 

HNWI'S POST-PANDEMIC VIEWS ON DIGITAL INTERACTION WITH WEALTH MANAGERS
To measure the impact of the COVID-19 pandemic on the wealth management industry, FactSet in association with Aon conducted its fourth consecutive global survey of 800 high net worth (HNW) investors to better understand the triggers and drivers that are shaping our “new normal” today and in the future. With no end in immediate sight to market uncertainty, wealth managers and advisors will have to reflect and re-frame their role and purpose relative to what their HNW clients need now.


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