Blurring the Lines: The Impact & Importance of Self-Directed Investing in Wealth Management

Aite Whitepaper Blurring the LinesAs the self-directed channel continues to grow at a rapid pace, traditional full service brokerages are being forced to reevaluate their wealth management strategy to support the increased demand among Investors for more investment self-service.

Written by Alois Pirker, Research Director at Aite Group, and sponsored by Scivantage, this report surveyed more than 400 financial advisors to gain a better understanding of the self-directed investing trends, the impact on the advisor and how the online channel can add value to a wealth management strategy.


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