Wealthy Investors and Their Perceptions of Robo-Advisors
What is the best way to sell to and service investors who are looking for more technology-based advisor services than full-service advisors? What types of investors prefer robo-advisors versus human advisors?
Spectrem's second edition study analyzes wealthy investor attitudes and usage of robo-advisors. In addition to measuring the usage trends and probabilities for future usage, the study will evaluate decision-making criteria and behaviors of users and non-users. This report is based on research with 700 wealthy investors, half of whom have a robo-advisor.