The Future of Wealth Management

24-Dec-2015 #Globalwealth Source: Wealth Management

The research conducted by Oechsli Institute has revealed three major trends that are expected to drive the future of wealth management in long run. As per the report, there will be increased tendency to use technology mediums in financial management including social media, websites, video content, blogging and podcasts. The other major aspect of the report describes the importance of providing real and comprehensive financial planning services to help clients with the financial advice that they actually need.

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