TY - JOUR T1 - Factors Affecting Wealth Management Services: <em>From Investors’ and Advisors’ Perspectives</em> JF - The Journal of Wealth Management SP - 17 LP - 29 DO - 10.3905/jwm.2017.20.1.017 VL - 20 IS - 1 AU - Hsiu-I Ting Y1 - 2017/04/30 UR - https://pm-research.com/content/20/1/17.abstract N2 - Understanding the key factors that affect consumers’ decision process in selecting a wealth management (WM) service provider has become a critical issue for financial institutions as competition for WM customers becomes more fierce. This study applies the analytic hierarchy process technique to identify and weight these factors by surveying the relative importance of factors through questionnaires given to consumers and financial advisors. This article also analyzes the gaps of recognition of WM services from investors’ and advisors’ perspectives. In general, investors’ first concern about WM is the product, followed by the quality of service and image. This article suggests that investors have changed their priorities after the recent global financial crisis. However, financial advisors have not yet caught up with the changing patterns because they still generally emphasize the quality of service as the most important factor when they offer WM.TOPICS: Wealth management, financial crises and financial market history ER -