New Research from the Money Management Institute and Aon Finds Digital Leadership Helps Wealth Management Firms Maintain Client Satisfaction Levels Through the COVID-19 Pandemic

The Money Management Institute (MMI) and Aon have released new research from the second tranche of their Advisory Solutions: Expectations and Experiences series. In findings from the second report in this year’s four-part series, client satisfaction was strongly linked to a firm’s digital capabilities during the challenging COVID-19 pandemic environment. The overall satisfaction of investors surveyed between January and February 2021 with their financial advisor or team stands at 68% (9 or 10 on a 10-point scale) compared with 69% in the previous year. Learn more.