Order Report - Advice & Technology: Opportunities for Hybrid Models, Workplace Resources and Differentiation Among Financial Professionals
This report covers how investors are making investment decisions today, specifically looking at their their reliance on information sources including financial advisors and technology. Consumers of all asset groups want more involvement in investment decisions, but financial professionals are still the most influential source of investing information and advice. Learn more on what it means for you as an asset manager and a distributor.
- Consumers of all asset groups want more involvement in investment decisions, but preference differs from behavior, especially for households who profess self-direction.
- Use of investment information and advice sources other than “myself” is growing, with online, employers and statements showing the biggest increases.
- Financial professionals are still the most influential source of investing information and advice, but consumer reliance on them has shifted from primary to usually.
- Certifications and proactivity are becoming more important to consumers who use financial professionals. Expectations are higher for paid investment professionals on more distinctive wants.
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