When the market is doing well, satisfaction among full service investors is high.
This is evident by examining the correlation between satisfaction in the Investment Performance factor during the past 7 years and trends in the S&P 500 index during the same period. At a minimum, investors expect their financial advisor to provide the . . . Continue Reading Beyond Portfolio Management – What do Investors Really Want?
Unlike the majority of full service investors, self-directed investors MUST seek out information to aid in their decision-making regarding investments.
Did you know that satisfaction is highest among self-directed investors who use investment magazines and their firm as primary sources of this information?
The majority of self-directed investors (68%) indicate using their firm as one source of . . . Continue Reading Top 10 Sources for Gathering Investment Information