Valerie Nott

May 11, 2023 | ey.com | Mike Lee |Jan Bellens |Mark I. Wightman |Valerie Nott

In our view, the best way for wealth managers to meet clients’ fast-changing engagement preferences is to offer a frequent, seamless, omni-channel combination of virtual engagement and traditional in-person advice — in effect, a next generation hybrid model. But how can firms achieve this in practice? One key element is placing advisors at the heart of digital transformation.