“Over the past three years, Celent has seen significant change in digital technology. Wealth managers are adopting different approaches to digital based offerings depending on the needs of their clients and their objectives. The self-directed market has been the most active on developing the mobile and social channels for investors, but full service firms are also embracing these channels and seeing the benefits they can bring.”Isabella Fonseca, Research Director, Securities & Investments, Celent

Wealth and the Crowd

Wealth and the Crowd

Wealth and the Crowd

Wealth and the Crowd

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