Investment Trends - US - April 2019

Investment Trends - US - April 2019

"The FinTech revolution has borne a stable of robo-advisor and other self-service investment options for the average consumer, and brought with it tools and products that were previously only accessible for wealthy investors at traditional institutions. But while consumers now have greater accessibility to the investment sector, the glut of available services may also induce analysis paralysis for individuals who simply don’t know where to begin, and human advice remain the most trusted authority."

- Chris Shadle, Financial Services Analyst

This report looks at the following areas:

Who has investment accounts, and where do they hold them?
For consumers who are not investing, what obstacles are preventing them from doing so?
What are consumers’ near-term investment plans?
How would consumers choose to allocate windfall investment funds?
What are consumers’ attitudes and comfort levels regarding the stock market, advisors, and investing in general?

TOC available on request

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