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Tag Archives: wealth management

Financial advisers need technology to attract young clients

Posted on November 30, 2012 by Pádraig Floyd
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See on Scoop.it – futureproofmoney

Financial advisers need a high-tech approach to prospecting for younger clients with wealth, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.

See on www.smartbrief.com

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Posted in Uncategorized | Tagged consumers, financial planning, high net worth, investors, platforms, wealth management | Leave a reply
Pádraig Floyd

Pádraig Floyd

I write about money, how we can grow it and ultimately hold on to it throughout the ever extending journey of life.

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