Ten relatively recent fintech books that I think should be on every financial professional’s reading list for 2018.
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New consumer research at Parameter Insights shows that the presence of a human advisor is associated with not only greater digital wealth brand awareness and usage, but also higher levels of digital wealth brand consideration and loyalty.
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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.
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