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The latest report from WM: Effectively Serving the Mass Affluent

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2015/03/17
Ashley Longabaugh
Wealth managers today face the question of how to effectively capture and retain the next generation clients, who are, for the most part, in the mass market (MM) or mass affluent (MA) investor segments and part of Generation X and Y. In this report Effective Serving the Mass Affluent, we address the questions:
  1. What does the mass affluent customer segment look like today?
  2. How will the role of the advisor evolve?
  3. How can wealth managers capture the mass affluent market?
Technology and customer segmentation will be key drivers in successfully capturing the mass affluent market. Robust digital strategies, the digitization of processes and data, flexible investment architectures, and tailoring products and services based on specific client classifications will enable firms to acquire this customer segment. Click here for more about this report

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