The Emerging Digital Advisor

BNY Mellon's Pershing

03/28/2016

The Emerging Digital Advisor

Advantages of the Emerging Digital Advisor

According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditional advisor counterparts in increasing client assets and revenue over the past year.1

1 Source: Aite Group's survey of 403 U.S. financial advisors, October 2015

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