 Overall, however, “the self-directed model becomes less favorable relative to other advice models as assets increase” and portfolios become more complex.”Donnie Ethier, Cerulli Associates |
Almost a Third of HNW Investors Are Self-Directed: Cerulli
Thomas Coyle | Financial Advisor IQ, March 2015
Read the article online >
Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
Be the first to comment on this Article
