As millennials represent an increasing share of wealth in the United States, attitudes towards digital-first, artificial intelligence-supported financial tools continue to improve.

And while incoming FinTech disruptors cater to this growing cohort, traditional financial institutions are slowly catching up in site, social and search efforts.

The inaugural Gartner L2 Digital IQ Index for Wealth Management benchmarks the digital performance of 60 brands operating in the US. For more insights, visit


Wealth management brands are increasing their budgets for content marketing, from search and email to social media. But are their efforts paying off? Gartner …