Self-directed investors still want guidance

In spite of the fact that investors are increasingly turning to robo-advisors, what they want is guidance from financial firms.

By Marlene Y. Satter | Updated on May 26, 2015

In spite of the fact that investors are increasingly turning to robo-advisors, what they want is guidance from financial firms.

Those are the findings of a new study from J.D. Power, which looked at how satisfied investors are with their firms. The J.D. Power 2015 U.S. Self-Directed Investor Satisfaction Study found that self-directed investors both want and expect more from their firms than just low-cost trades, fast and reliable trade execution and access to research.

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