Summary: Most wealth management clients want more digital interaction with their financial advisors, meaning advisors need to up their game as technology-driven upstarts gain assets fast. Meanwhile, Asia continues to grow in wealth, while more than 2 million new millionaires were created globally in 2014.
Key take-out: Most wealth managers are looking for ways to couple easy-to-use technology platforms to their more sophisticated offerings.
Key beneficiaries: General investors. Category: Strategy.