Happy Thanksgiving everyone! As you gather with loved ones, FP has plenty of wealthtech coverage to kick back and get comfy with.
That includes J.D. Power's annual assessment of the best and worst digital experiences on Wall Street. The 2023 U.S. Wealth Management Digital Experience Study dropped on Tuesday, ranking 13 firms for how they serve full-service investors, and 12 firms on their offerings for self-directed investors.
Names like J.P. Morgan, Citi and Fidelity dominated the top of the charts, while firms like Vanguard and Merrill spent another year hanging out at the bottom. But across the board, wealth management apps are outpacing websites, and younger investors prefer digital as their primary communication channel for advice.
Also new this week, Envestnet's Dana D'Auria provides some tips on keeping next generation clients in your book of business, the impact of crypto's big breakthrough on Wall Street and how a podcast episode led to a deal between Bridgeworth and Savant.
Check out all those stories and more, only at Financial Planning.
Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great weekend, everyone!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack | The data analytics company ranked the biggest names in wealth management on how well their apps and websites accommodate clients. Read story → |
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| | | By Justin L. Mack | Studies show that convincing inheritors to stick around is far from a sure thing. Envestnet's Dana D'Auria has advice for advisors looking to make those relationships stickier. Read story → |
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| | | By Vildana Hajric 4 min read | Touted as crypto's big breakthrough on Wall Street, the imminent arrival of Bitcoin ETFs may open digital-currency investing to the institutional and retail masses. Read story → |
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| | | By Roger Russell 4 min read | Among other things, they may unintentionally snare mutual funds, an expert testifies. Read story → |
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| | | By Dan Shaw 5 min read | Pondering her firm's future on walks during the pandemic, the founder of an independent RIA decided she needed a bigger partner. Read story → |
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