Complete the form below to access our webcast and slide presentation where we present findings from our most recent survey of financial advisors including preferences, habits and levels of satisfaction with their digital experiences. Hosted by our asset management industry experts, this session leverages our deep experience analyzing the full advisor digital experience at top investment firms in our Asset Management-Advisor research services.

Topics covered include:

  • Accessing account information
  • Website design
  • Navigation and ease of use of investment research capabilities
  • Industry trends such as cryptocurrency, use of mobile apps and the rise of robo advisors

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