路孚特Refinitiv个性化-理财公司吸引和留住现代投资者的最佳策略英文版17页.pdfVIP

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SabrinaBailey,

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NGlobalHeadofWealthManagement,Refinitiv,

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TAnLSEG(LondonStockExchangeGroup)business

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TThefinancialmarkets–andtheworld–havebeenturnedupsidedownoverthelasttwoyears.

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NRetailinvestorsatthesametimehavehadtomanagetheanxietythatcomeswithuncertaintimes,

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IThankfully,ourindustry,withitscorehumantouch,turnedThehumantouchisstillincrediblyvaluable.Technologyhas

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Htotechnologytoenablehumanconnectionsthatarecentralprovenitwillnotreplacehumanwealthadvisors,butinstead

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