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Strong Push for Self-Directed Investing
PlanAdviser Apr. 1 There is a strengthening push for more self-directed investing, especially among male investors labeling themselves as “anxious.” A look at the “anxious male” investor segment...
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Millennials Want More Solutions, Less Generalizations
Fund Action April 4, 2016 – Dervedia Thomas Fund firms are increasingly eyeing Millennials, but targeting this cohort effectively should go beyond blanket generalizations to address specific needs,...
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Few Firms Prepared for DOL Rule, Despite Lead-Up: Survey
By Emile Hallez April 5, 2016 Fewer than 10% of financial services companies have begun implementing systems changes in preparation for the Department of Labor’s fiduciary rule. That is among findings...
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Consumers ‘Crave Trust,’ Concerned DOL Fiduciary Rule Won’t Provide It
ThinkAdvisor Focus groups found rule is good ‘in theory,’ but consumers don’t trust government regulations The effect of the Department of Labor’s fiduciary rule on investors’ trust in the financial...
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More ‘Anxious’ Male Investors Going It Alone: Study
By Matthew Beaton Nervous male investors are shunning financial advisors in greater numbers, with little interest in receiving professional advice on their workplace retirement money even after they...
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Most Americans Are Clueless on Cost of Their Financial Products
(Rye, NY) – Most Americans believe they pay nothing for their financial products – or have no idea what they pay – according to a new study by Hearts & Wallets, the source for retail investor data...
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Most Americans Think Financial Products Are Free
By Corie Hengst And of those who think they pay for these products, many have no idea how much. Most Americans believe they pay nothing for their financial products or have no idea what they pay,...
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What Investors Know About Fees: Next To Nothing
By Richard Eisenberg You’ve probably seen the Charles Schwab commercial with a Millennial son asking his boomer dad how much his broker charges and the father says, “I dunno.” Turns out, U.S. investors...
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Ed Jones, Wells Fargo Lead on Fee Clarity, Unbiased Service
By Nick Godt Investors rank Edward Jones and Wells Fargo Advisors as the top full-service broker-dealers in providing both clarity about fees and unbiased services for investors, according to research...
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New Study Reveals How to Unlock Investor Inertia for Money Movement
(Rye, NY) – A new study finds many “loyal” financial services customers are really dissatisfied investors sitting on the sidelines because of inertia, offering financial services providers an...
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