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Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract And Retain The Modern Investor – Highlights Data Insights From Investors

<ul> <li>Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. </li> <li>Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information. </li> <li>Personalisation - 64% of millennials and 51% of the 35-54 age bracket are willing to pay more for personalised investing products and services. The number was highest with Latin America 70%, Asia Pacific 47%, Europe 33%, and North America 22%. </li> </ul> ....

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Refinitiv Teams Up With Fintech Studios To Provide AI-Based News And Market Intelligence To Wealth Management Professionals Across Latin America

Date
04/05/2021
Refinitiv today announced a new strategic agreement with FinTech Studios, an AI-based news, market intelligence and analytics provider, to provide industry, local and regional news, and research to wealth management professionals across Latin America and beyond.

Latin America continues to be a key focus market for Refinitiv, supporting investment professionals, financial advisors, and their clients. According to the International Monitory Fund (IMF), the region experienced stronger than expected performance in 2020 and is projected to exceed 4 percent GDP growth for 2021. Refinitiv’s agreement with FinTech Studios further demonstrates its commitment to provide content and analytics that drive insights for financial professionals across local and global markets. ....

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