E-investing and on-line services for affluent clients

Date of publication: September 1, 1999



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


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