Transparency, not low fees, drives consumer loyalty for digital wealth providers

Transparency, not low fees, drives consumer loyalty for digital wealth providers

Our research suggests the key driver of digital wealth advice customer loyalty and engagement centres around transparency and brands that are best able to showcase a transparent relationship between fees and performance stand to gain the most – not merely those with the lowest fees.

Come see our Panel Discussion at the Money Show in Toronto on September 9th

We're leading a panel discussion on digital wealth management with experts from BMO, Wealthbar and AGF. Come and join us! For more details see the link: 

https://www.moneyshow.com/events/conferences/the-moneyshow/moneyshow-toronto/workshop/4eb6c905d6d849faa2dc531a672cda0c/the-rise-of-robo-advisors/