Clients of wealth management firms preferred direct communication from their advisers when discussing financial planning. The ** form of engagement preferred by clients was communicating with an advisor via virtual tools. This method was chosen for the majority of activities aside from creating and maintaining a financial plan. For this activity, an in-person approach was the most popular.
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EY. (May 2, 2023). Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved August 05, 2026, from /statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY. "Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type." Chart. May 2, 2023. ÌÇÐÄÆƽâ°æ. Accessed August 05, 2026. /statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY. (2023). Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: August 05, 2026. /statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY. "Preferred Engagement Channel for Financial Planning Activities of Wealth Management Clients Worldwide in 2023, by Communication Type." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 2 May 2023, /statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY, Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type ÌÇÐÄÆƽâ°æ, /statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/ (last visited August 05, 2026)
Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type [Graph], EY, May 2, 2023. [Online]. Available: /statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
