In a recent Wealth Solutions Report article, Dr. Andrew Aziz, Chief Strategy Officer at d1g1t talks about the client experience and how to compete with robo-advisors as a new generation of investors emerges. The article, titled ‘How Advisor-Directed Strategies Can Beat DIY Investors And Robos’ features insights from leaders in the investment and wealth management industry.

“So, while advisor-friendly robos may be a good entry point, traditional wealth firms must step up their games to enhance the client experience and engage with the next generation.”

– Dr. Andrew Aziz

Read the entire article on the Wealth Solutions Report website.