Wealth Market Reports

The Influence of Knowledge and Investment Risk on Advisor Dependency

Three traits used to describe affluent investors is their knowledge of financial and investment matters, their tolerance level for risk in investment products, and their dependency upon a financial advisor for making investment decisions. Those three traits relate to each other in a balanced manner that advisors need to understand.

 

The Influence of Knowledge and Investment Risk on Advisor Dependency demonstrates the degree of this unambiguous balance – that knowledgeable investors are more likely to be risk-takers and less likely to have a dependence upon their advisor. The converse is also true – that less knowledgeable investors are more conservative investors and more likely to depend upon their advisor for investment decisions.

 

Which of these factors is the driving force in the triangular relationship? Are there advisor-dependent investors who are also knowledgeable about investing? Do all aggressive investors avoid advisor usage?

 

The push and pull of the three factors is extensively examined in The Influence of Knowledge and Investment Risk on Advisor Dependency. 

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The Influence of Knowledge and Investment Risk on Advisor Dependency