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  "documentTitle": "Wealth and asset management 4.0",
  "authorId": "Deloitte",
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      "text": "What investors are looking for is not always exactly what the wealth industry is most focused on selling.",
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      "text": "PQ25. Which of the following do you regard as the main ways that your firm can differentiate its services from competitors to attract and retain investors? IQ20. Which are the best ways for wealth management providers to attract your interest and build a relationship with you? IQ21. Which of the following aspects of the overall wealth management relationship are highly important to you when selecting and evaluating investment providers?",
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      "text": "Top 6 ways investors say firms can attract them: 1. 57% Innovative investment ideas, 2. 50% High returns geared to risk tolerance, 3. 49% Act in my best interest, 4. 48% Wide range of products and services, 5. 47% Valuable advice, 6. 46% Available when I need them",
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      "text": "Top 6 criteria investors use to select firms: 1. 49% Intuitive digital experience, 2. 48% Ethical business practices, 3. 48% Active management products, 4. 48% Tax-efficient products, 5. 42% Specialized products, 6. 41% Leadership vision and integrity",
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      "text": "Top 6 ways providers look to differentiate: 1. 73% Personal relationships, 2. 52% Investment performance, 3. 48% Digital client experience, 4. 40% Low, transparent fees, 5. 34% In-depth research/analysis, 6. 29% Holistic wealth advice",
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      "text": "What investors are looking for is not always exactly what the wealth industry is most focused on selling. What investors want most are better ideas for investments and high returns, a simple, intuitive digital experience, providers that act ethically and in their best interests, and a wide range of products and services, including active, tax efficient, and specialized products. However, providers looking for growth are primarily stressing the personal relationship, with even online brokers and robo-advisory firms adding the human touch in the form of a hybrid model with personal advisors. While personal availability of an advisor is important to investors, it doesn't top their lists. And focusing on a personal relationship could prove a risky strategy for wealth firms, since investors often follow their advisors to other firms. Providers are getting it right in some ways. Over half look to differentiate through superior investment performance and almost half by offering a good digital client experience.",
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