Investors Want it Smart, Simple and Online
A survey conducted in February this year by MFS Investment Management revealed the following: 40% of investors surveyed feel financial products are too complicated.
A survey conducted in February this year by MFS Investment Management revealed the following:
- 40% of investors surveyed feel financial products are too complicated.
- A third of the respondents said they feel inundated by investment choices.
- A quarter of the investors said their need for financial advice has increased in the past 12 months.
- More than a third of the surveyed investors – even more among younger people — believe the information they find on the Internet about investments is just as good as what they would get from a financial advisor.
The takeaway? Make it smart, simple, and online.
The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.
The Senate’s current tax bill includes a mandate that would be punitive for everyday investors. Without a doubt, the FIFO mandate should be removed from consideration.
Displaying Performance to Shape Better Investor Behavior
Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.
ETF Selection for Portfolio Construction: A Methodology
Betterment seeks to maximize investor take-home returns, which drives our investment selection criteria and process.
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