Ever wondered what investors value most when it comes to financial advice?
Join Dow Jones, AdvisorStream and an all-star panel of industry experts to discuss new research findings that reveal exactly what investors want when it comes to measurable value, education and communication.
Based on a comprehensive study of nearly 1,300 investors, Dow Jones and AdvisorStream have summarized the findings to help financial professionals truly understand the attitudes, behaviors and expectations of modern investors.
Join this educational session to learn:
How different generations perceive and value financial advice.
How investors consume and engage with financial information.
The key reasons why investors choose an advisor.
Insights that dispel industry misconceptions on client engagement.
The top ways advisors can demonstrate value to clients.