Gartner Research

Digital IQ Index: Wealth Management, U.S., 2018

Published: 13 December 2018

ID: G00381858

Analyst(s): L2 Financial Services Team

Summary

Financial institutions are failing to prioritize emerging affluents, creating a gap between customer expectations and services. Fintech disruptors are stepping in to court millennials and Gen Xers. Legacy wealth management brands are responding by launching tech‑centric offerings with abandon.

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