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 will analyze wealthy investor attitudes and usage of robo-advisors, technology-based solutions and other virtual and online services. 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 will be based on interviews with 700 wealthy investors, half of whom have a robo-advisor.
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