Digital tools can boost business, but wealth management executives say that they aren't letting fancy new gadgets distract them from excelling at the fundamentals when serving wealthy clients.
"What we have found is that the clients want you to get the basics right first," Harsh Kumar, global chief operating office of Citi Private Bank, said during a panel discussion at the SourceMedia's InVest 2015 conference on digital disruption in wealth management in New York on Friday. (SourceMedia is publisher of Financial Planning, On Wall Street and Bank Investment Consultant.)
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