Fees Contribute To Dissatisfaction Among Self-Directed Investors

Our 2012 U.S. Self-Directed Investor Satisfaction StudySM, released yesterday, finds that although self-directed investors’ overall satisfaction with their investment firm has improved from 2011, satisfaction with trading charges and fees has decreased for a second consecutive year.

We’d like to share with you a short video that highlights some of the results from the study.

. . . Continue Reading Fees Contribute To Dissatisfaction Among Self-Directed Investors

What Does it Take to Keep Self-Directed Investors Satisfied?

THE PROBLEM

Expectations and requirements of self-directed investors have evolved significantly during the past 10 years. While inexpensive trade commissions and a reliable platform were critical in the past, they are now perceived as a cost-of-entry.

Now more than ever, self-directed investors want information and tools to assist them in their decision-making. High-performing firms . . . Continue Reading What Does it Take to Keep Self-Directed Investors Satisfied?