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Distribution & Marketing Blog for Financial Services

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Silvia Agnelli

Managing Director, FS Distribution & Marketing Practice, Wealth Management Lead

With over 25 years of Capital Markets and Wealth Management industry experience, Silvia leads the wealth management offering within the Distribution & Marketing Global Practice. She has extensive experience implementing successful digital transformation initiatives for the advisory process.
Latest Posts | By Silvia Agnelli
Posted on June 19th, 2017

The investment advisor response to shifts in consumer behavior

In my previous blog, I discussed three emerging consumer personas:  Nomads, Hunters and...
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The investment advisor response to shifts in consumer behavior
Posted on May 26th, 2017

Three Emerging Investment Advice Consumer Personas

As we explored global consumer attitudes, three distinct consumer personas emerged from our...
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Three Emerging Investment Advice Consumer Personas
Posted on May 3rd, 2017

Innovative Offerings Can Help Meet Robo-Advice Challenge

As we discussed in our previous blog, investment advisory firms in Europe—including independent...
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Innovative Offerings Can Help Meet Robo-Advice Challenge
Posted on April 7th, 2017

Emerging Investment Advice Customer Trends, Part 2

In the first blog in this series, I discussed three emerging customer trends identified in...
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Emerging Investment Advice Customer Trends, Part 2
Posted on March 30th, 2017

Robo Advisors: Threat or Opportunity for Traditional Investment Advisory Firms?

Investment advisory firms are operating in an extremely challenging environment.  Interest...
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Robo Advisors: Threat or Opportunity for Traditional Investment Advisory Firms?
Posted on March 20th, 2017

Emerging Investment Advice Customer Trends, Part 1

Accenture’s 2017 Financial Services Global Distribution & Marketing Study gathered the...
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Emerging Investment Advice Customer Trends, Part 1