Recent economic developments have made investing top of mind for many people—and this has been especially true for those who trade securities online. Both individual and advisor assisted transactions have seen an increase in recent months, as investors take a step back to reassess their own financial situations. As these changes take place, there are a number of questions that those in the industry will find important in gaining a better understanding of their customers. Those questions are discussed in this report, and include:
- What are the reasons that investors are trading with and without an advisor? - How do these investors feel about the economy, and what do they expect to happen in the near future? - Are investors trading more or less frequently now and why?
