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E-investing and on-line services for affluent clients

Date of publication: September 1, 1999

Catalogue: Financial Markets In Turbulent Times 1999: Guidance From Marketing Research

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Author: Ellen Sills Levy

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

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Levy, E. S. (1999a, September 01). E-investing and on-line services for affluent clients. ANA - ESOMAR. Retrieved May 13, 2025, from


https://ana.esomar.org/documents/influence-of-socio-cultural-change-on-attitude-and-behaviour-in-relation-to-financial-services