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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 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