digital communications

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  Banks Must Step Up Digital Game to Woo the Wealthy

  By Michael S. Fischer  |  May 3, 2013

  The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.

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  Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment Strategy

  By Michael S. Fischer  |  February 28, 2013

  Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.

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  Boomers Will Have $22T in Retirement Assets by 2020

  By Danielle Andrus, AdvisorOne  |  February 6, 2013

  Investable retirement assets among Americans over 55 are expected to reach $22 trillion by 2020, according to LIMRA.

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  How Do the New Wealthy Communicate? Digitally, Futurewealth Report Says

  By Michael S. Fischer  |  January 21, 2013

  The up-and-coming wealthy are adopting new technologies, and they expect their advisors to follow suit, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.

• Hope and Change for the Independent Advisory Business

  By Angie Herbers  |  December 21, 2012

  There are a few macro trends that have the potential for reshaping the advisory world.

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  World’s Rising Wealthy Lead Information Age: Futurewealth Report

  By Michael S. Fischer, AdvisorOne  |  December 3, 2012

  Wealthy people around the world have high levels of engagement with the Internet’s future possibilities, with important implications for the wealth management industry, according to a new study.