Investors Less Likely to Heed Advice from Robo Advisers
It appears, according to a survey by Dalbar, that people put more faith in the advice of a human adviser.
Tag: financial advisers
J.P. Morgan, LIMRA Offer Planning Guides for Financial Advisers
The J.P. Morgan guide includes late-cycle retirement discussions, and the LIMRA guide highlights 10 common myths of pre-retirees and retirees.
Investors Still Prefer Live Advisers to Robo-Advisers
However, they expect their adviser to be technologically savvy.
Majority of Americans Expect to Use a Robo Adviser
Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.
Misperceptions Over the Affordability of Using an Adviser
A survey by OneAmerica indicates roadblocks in affording financial adviser services.
Americans Saving an Average of 7.6% for Retirement
Men are saving an average of 8.9%, and women, 6.4%, PenFed Credit Union found in a survey
More People Turning to Financial Professionals for Investment Advice
In addition, the use of online sources of information and advice is growing.