As technology changes the way investors work, communicate and invest, new opportunities for advisers are emerging. At InvestmentNews Research we wondered: How are clients' financial goals evolving, and how can advisers best meet their needs?
We surveyed nearly 1,000 investors, gauging their appetites for financial advice. We separated them into two camps, those who already work with a financial adviser, and those who don't: the DIY investor. In a companion survey, we asked over 500 advisers how they believed their services and business models would change, with investor demand in mind, in the near- and long-term.
Click through the slides below for some of the top-level findings of our research, in what is the first installment of our three-part "Future of Advice" series.