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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 with the times, and how can advisers best meet their needs? We surveyed nearly one thousand investors on their appetites for financial advice, as well as over 500 advisers in a companion survey, posing questions on how they believe their services and business models will change in the near- and long-term. Click through for some of the top-level findings of our research, in what is the first installment of our three-part "Future of Advice" series.
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 with the times, and how can advisers best meet their needs? We surveyed nearly one thousand investors on their appetites for financial advice, as well as over 500 advisers in a companion survey, posing questions on how they believe their services and business models will change in the near- and long-term. Click through for some of the top-level findings of our research, in what is the first installment of our three-part "Future of Advice" series.
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