In 2016, we see fewer self-directed investors now identify as true DIY types and more both value and expect advice and guidance from their provider, even if they’re not looking for a traditional full service dedicated advisor. In this webcast, Mike Foy of JD Power explores this phenomenon and other trends in the wealth management industry, including attitudes towards robo-advisor, key aspects of the onboarding experience, multi-channel interactions, and fee transparency.
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Self-Directed Not DIY
