A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy


Today’s Investor is more sophisticated and demands a multi-faceted client experience. Financial institutions face increased competition across business lines, as well as steep challenges to retain assets and grow their client relationships. To compete, financial firms need to deliver advanced, multi-channel offerings, that appeal to a wide range of investors.

The latest research from Aite Group and Riperian titled, “Extend Your Wealth Management Business with Online Brokerage,” guides financial institutions through the development of a self-directed brokerage platform. Referencing research on online trading platforms, investor trading behavior, and a proven implementation methodology, the research helps firms that have yet to establish an online brokerage presence, as well as firms with an existing platform to ensure a seamless client experience.


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