Wealth Market Reports

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Wealthy Investors and Their Perceptions of Virtual Advisors

As the number of online investment platforms begins to multiply, the future of the financial advisory business is being questioned.  Will investors of the future prefer online investment platforms rather than a financial advisor?  How many investors have or might consider using one of these platforms?  What do they consider the strengths and weaknesses of this approach?  How likely are they to rely upon one of these platforms in the future?

Spectrem will provide an analysis of more than 3000 HNW investors and their perceptions of online investment platforms.  The report will include their likelihood to adopt this approach in the future.  The report will be segmented by age, wealth level and gender in order to identify any differing preferences among segments.  $7,500 

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