All hail the Internet. You can get everything you need from your computer, tablet, or smartphone. Buy stuff. Watch videos. Play games. Interact with friends and strangers. Get financial planning and investment advice. Who needs real people?
Wait a minute… that can’t be right. Interacting with a real person must still be good for certain tasks. A recent study confirmed that this is the case for financial advice. People across all ages groups were found to prefer working with a real financial advisor over a robot. When asked what has a big impact on your financial outlook, the respondent’s said “having a trustworthy advisor who really gets’ me.”
Click here to read the Jackson National Life Insurance Company, Center for Financial Insight’s 2017 Investment Education Survey. The results are presented in an interesting and readable format.