Pershing 3rd Annual Advisory Success Study in the New Digital Age

Threat-Opportunity

New Era of Digital Enablement / Beyond Advice – Enablement

On average, young investors don’t have the assets that thier elders have acquired over their lifetimes. Yes advisors often require clients to have a
minimum of assets in order to service their accounts. However, with the assistance of digital advice, that asset minimum is declining as productivity
gains make it feasible to serivce smaller accounts.