New Tools & Known Pitfalls: Understand the Evolving Investing Landscape
Investment goals haven’t changed, but investment tools have.
New investing tools such as online trading platforms, cryptocurrency, and direct indexing have garnered interest from both the technology and finance industries. While these vehicles provide investors with expanded opportunities, investors may struggle with old and new behavioral challenges exacerbated by the latest technology.
It's important that financial advisors understand how investors are managing these new tools and their impact on long-term financial goals. In this report, we assess how the evolving investing landscape presents both advantages and pitfalls to an investor’s success
New investing tools such as online trading platforms, cryptocurrency, and direct indexing have garnered interest from both the technology and finance industries. While these vehicles provide investors with expanded opportunities, investors may struggle with old and new behavioral challenges exacerbated by the latest technology.
It's important that financial advisors understand how investors are managing these new tools and their impact on long-term financial goals. In this report, we assess how the evolving investing landscape presents both advantages and pitfalls to an investor’s success
What's Inside our Research:
What's Inside our Research:
- Insight into investor motivations and whether these have changed given the onslaught of new investing technology.
- Understand the relationship between investor goals and the benefits and detriments of new investment capabilities.
- Industry recommendations for how we can reframe these new investment tools to investors.