Episode 37 – How Financial Advisors are Leveraging Digital Transformation to Engage the Self-Directed Generation

In this episode, DWealthMuse host Dara Albright, and guest Charles Smith, Global Head of Digital Solutions, Wealth Management, Refinitiv, a London Stock Exchange Group (LSEG) business and one of the world’s largest providers of financial markets data and infrastructure, discuss how financial advisors are leveraging digital transformation to accommodate self-directed investor mindsets, increase productivity and grow assets under management. Highlights include:

• What wealth management firms should do to better engage the self-direct investing generation;

• Winning the generational wealth transfer battle;

• How digital transformation provides financial advisors with a 14% increase in productivity and an 8% rise in assets under management;

• The two most important things a wealth management firm must do in order to capture an investor’s attention;

• The most successful financial advisory firms of the future will be the ones that provide the right educational support that enable their advisors to keep pace with technology;

• How technology is being used to increase the client’s trust factor.