E-investing and on-line services for affluent clients

Date of publication: September 1, 1999

Company:

Abstract:

This paper describes how financial institutions in the United States and the affluent are responding to the availability of on-line investment services. It provides lessons learned to date in an ever fast-changing environment. The results are based on competitive intelligence interviews with executives of financial institutions, financial analysts, and proprietary research with affluent investors.

Ellen Sills Levy

Author

This is a long description of some author details.

This could also be of interest:

Research Papers

Research Papers

Research Papers

  • PDF