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July 24, 2017 at 04:08 AM
In a changing wealth management landscape, advisors who successfully blend technology with the human touch will be best positioned for growth—and Fidelity conducted the research to help prove it.
In 2014, a Fidelity study revealed that a small group of tech-savvy advisors (eAdvisors) was outpacing their peers across a myriad of factors including assets under management, compensation, and career satisfaction. These advisors’ greater use of technology is what drove these improved business results.
In 2016, Fidelity revisited the research and discovered that eAdvisors continue to outperform their tech-indifferent peers, and their ranks are growing. The latest study also uncovered how eAdvisors are specifically enhancing the client experience at each step of the journey, and potentially creating a greater number of loyal customers.
Fidelity’s report highlights how technology is the key to unlocking growth, how eAdvisors are outperforming their peers in a number of areas, and how they are using technology to provide a superior client experience.
