Business Wire

Wealth Management Apps Become Gateway to Client Satisfaction and Retention, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital ...
jdpower

Wealth Management Apps Become Gateway to Client Satisfaction and Retention, J.D. Power Finds

TROY, Mich.: 21 Nov. 2023 — It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel ...