Updated Thursday, July 31, 2014 as of 1:42 PM ET

Email This Article

Advisors Must Improve Technology or Risk Losing Young, Wealthy Clients

Donald Jay Korn

With 20% of wealthy investors under age 55 planning to change their primary advisor in the next 12 months, tech enhancements may be the difference between acquiring or losing clients.

Login for Registered Users:

Log in below to email an article:

Lists
2014 Summer Reading List for Advisors

Current Issue

The June Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here