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awards are recognized as marks of a superior standard of care in the financial community.
1/26 The 2021 Quantitative Analysis of Investor Behavior ("QAIB") is now available for pre-order! - by Jamie Josephs
1/25 DOL Finalizes New Prohibited Transaction Exemption for “Investment Advice”, With Statement That Fiduciary Standard May Apply to IRA Rollover Guidance - by Lou Harvey
1/12 Putnam Investments Recognized for Outstanding Total Client Experience For Tenth Consecutive Year - by Jamie Josephs
1/7 Nationwide Awarded for Exceptional Support to Plan Participants for Seventh Consecutive Year - by Brendan Yeager
12/23 DALBAR Uncovers Best Practices for Remote Contact Centers - by Cory Clark
12/17 DALBAR Recognizes Annuity Providers For Award-Winning Service - by Jamie Josephs
This might be the most common mistake investors make—and unlike speculating on individual stocks or sitting on too much cash, it's a mistake that is a little harder to pin down.
When the market was at its most volatile earlier this year, ''investors did not run for the hills but they were making changes to their accounts,'' says Cory Clark, chief marketing officer of Dalbar, which found that nearly a third of investors working with traditional or robo-advisors reallocated their assets during the Covid market crisis.
Barron's | 12/11/2020
The Covid-19 market crisis was the first big test for robo-advisors, and judging from a Dalbar study comparing insights between investors with robo-advisors to those with traditional financial advisors, they scored more than a passing grade.
Investors between the ages of 31 to 45 had the greatest satisfaction with their advisor. That represented 46% of traditional investors and 69% robo-investors. Traditional investors ages 46 to 75 had relatively low satisfaction ratings with their advisor, according to the Investor Insights: COVID-19 and Robo-Advice study.
FA Magazine | 12/1/2020
Robo-advisors seem to have passed their first big test with flying colors.
Dalbar, an investment research firm, reported recently that 82% of investors it surveyed were satisfied with their robo-advisor during the market crisis brought on by the pandemic earlier this year. This compared with 71% of investors using an advisor.
ThinkAdvisor | 11/30/2020
In ''COVID-19 and Robo Advice'', a report from Dalbar, the research firm surveyed 500 investors who had worked with a human adviser and 495 who had worked with a robo adviser this year, and found many investors are more comfortable with human advisers.
Robo investors were generally less likely to follow the recommendation of their adviser than traditional investors. The only recommendation that robo investors were more likely to follow was to invest more (71% versus 68%).
PlanAdvisor | 11/24/2020
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