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New B2C Digital Business Models in Wealth Management

Deloitte Dbriefs | Banking & Securities

Start date and time

February 25, 2014 2:00 PM

End date and time

February 25, 2014 3:00 PM

Time zone:

(GMT-05:00) Eastern Time (US & Canada)

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Host: Gauthier Vincent, Principal - Deloitte Consulting LLP
1 Intermediate CPE Credit: Specialized Knowledge & Applications 

In the last 10 years, a number of new business models have emerged in wealth management. How do these digitally enabled firms target retail investors and what services do they provide? We'll discuss:

  • How digitally enabled B2C firms address specific investor needs for connectivity, wealth management advice, and access to investment opportunities.
  • What opportunities might exist for established wealth management franchises to invest selectively in building similar digital capabilities.
  • Potential risks for wealth management firms that do not learn from these new business models, including significant competitive disadvantage.

Learn how new B2C wealth management business models could potentially impact your institution.

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