The majority of millennial respondents would choose a human advisor over a robo
Gap between independent and bank channels could be more perception than reality, however
Millennials are much more likely to trust a robo-advisor, compared with older generations
Cautious investors represent an opportunity for advisors
One-in-three retirees are unaware of where their money is invested, U.K. regulator finds
A connection between advisors and their clients through clear communication will ensure advisors survive and succeed
The least emotionally taxing experience for clients is when they check their portfolios once a quarter
The trend toward fee awareness may be contributing to some investors' growing dissatisfaction with their advisors
Majority say they would choose safety over investment performance
IFIC’s recent Canadian Mutual Fund Investor Survey found that investors are very satisfied with their advisors and prefer to pay their fees indirectly