A recent J.D. Power study shows that clients in wealth management expect more personalized, goal-oriented digital experiences. The latest findings from the J.D. Power 2024 U.S. Wealth Management Digital Experience Study highlight a significant trend: both full-service and self-directed wealth management clients now expect their digital platforms to provide proactive, personalized guidance to help them achieve their financial goals.
While many wealth management firms are still meeting the basic needs of transactional relationships....