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FIs’ digital teams should prioritise ‘early adopters’, not millennials: FactSet

Rather than segmenting clients according to generation, financial institutions should prioritise ‘early adopters’ when assessing the online delivery of investment advisory services, according to a digital wealth management report released by FactSet. Greg King, senior director, wealth management strategy at FactSet, told Asian Private Banker that the most efficient method of determining the future adoption rates of new digital advisory…

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