Data & Research July 11th, 2025 Investors Still Prefer Human Touch for Financial Planning According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.
Data & Research June 7th, 2018 Americans Turning to Humans More So Than Technology for Financial Advice When it comes to making financial decisions, 81% of Americans are most likely to turn to a financial adviser over their closest confidants, including wealthiest friends (70%), older...