Posts tagged portfolio rebalancing
Michael Foy of J.D. Power Explores How the Wealth Management Sector Can Integrate Human and Technological Touch Points to Maximize Customer Experience

Digital transformation is changing the way that people buy, get information and invest. Though wealth management is a relative latecomer to digital transformation, today's wealth management companies and their customers are now relying increasingly on digital processes to purchase wealth management services -- as well as for some basic investment advice, says Michael Foy, Senior Director, Wealth Management Practice J.D. Power, in a new interview for journalists.

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