Available Now: 2024 QAIB Full Study

Can automated advice adequately service investors during times of crisis? The COVID market crisis and subsequent recovery in 2020 presented robo-advisers with arguably their first critical test and DALBAR’s Investor Insights: COVID-19 and Robo Advice report is the robo-advisor industry's first report card.

By surveying 500 robo-advisor clients ("robo-investors") throughout North America, DALBAR found answers to the following questions:

  • Did robo-advisors effectively service investors during the crisis?
  • How did the recommendations from robo-advisors differ from traditional advisors
  • How did the actions of robo-investors differ from traditional investors
  • What factors build investors’ trust in robo-advisors?
  • What were investors’ level of satisfaction in robo-advisors during the crisis. How does that compare to traditional investors?
  • How did communication practices differ and what were the results?
  • How would investors like to see robo-advisors handle the crisis differently?
  • How does robo-investor sentiment differ from traditional investor sentiment in the wake of the market crisis?

To receive the package price, purchase this report and the first installment of the Investor Insights series, COVID-19 and Financial Advice and save $1,500. Go to Investor Insights: Financial Advice Package!


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