Our world has changed rapidly over the past eight months, which has included an unprecedented market collapse and recovery. Financial professionals have had a critical role in helping Americans maintain their nest eggs throughout the crisis, but how have they done?
DALBAR's latest Investor Insights report examines how COVID has impacted investors and their relationship with their advisor. Through a survey of nearly 1,000 advisor-directed investors, DALBAR finds answers to the following questions:
The second installment of the Investor Insights series is Investor Insights: COVID-19 and Robo Advice which looks specifically at the differences between robo-advisors and human advice during the COVID market crisis. For both reports choose Investor Insights: Financial Advice Package and save $1,500.
Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!