Best Firms for Self-Directed Investors: J.D. Power—2014
Do-it-yourself investors are looking for low fees but also a high-touch experience, according to a recent survey.
Robo-Advisors Gobbling Billions in Assets
The rise of online financial services fits into a "long-term, bigger problem" for advisors, who must adjust to serving younger clients, Corporate Insight says.
Gen Y Looking for Financial Independence, Not Traditional Retirement
Affluent Gen Y investors are eschewing defined contribution plans in favor of online brokerages, according to a survey by Hearts & Wallets.
Online Tools Used More by Military Than Civilian Investors
Servicemembers are more likely than civilians to use online tools in financial planning, according to the most recent First Command Financial Behaviors Index.
Digital Becoming ‘New Normal’ in Serving HNW Investors: SEI
Financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness.
Nearly Half of Investors Can’t Find Their Advisors on Social Media
Most investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
Gen X, Y Hungry for Advice, but Advisors Don't Satisfy
Younger investors are more likely to feel their advisor isn't really working for them, less likely to recommend their advisor to someone and more likely to spread their assets among multiple advisors, according to a report from Market Strategies International, a global market research firm.
Gen X, Y Hungry for Advice, but Advisors Don’t Satisfy
Younger investors are more likely to feel their advisor isn’t really working for them, according to a report from Market Strategies International.
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-Advisors
In the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.
Gen Y Most Receptive to Financial Advice
Financial advice has a stronger influence on the savings and spending habits of young adults than on older ones, according to a recent TIAA-CREF survey.