DALBAR featured on Investment Executive
A DALBAR report, Investor Insights: COVID-19 and Financial Advice, from August 2020 was featured recently in an article on Investment Executive’s website.
The post, titled “Investors more confident in advisors after Covid downturn: report,” shares the key findings from the DALBAR study, including the core contributors to investor confidence and client satisfaction following the COVID-19 market crisis.
The report surveyed nearly 1,000 North American investors and found a significant increase in customer satisfaction when clients received proactive communications from their financial advisors amid the COVID-19 pandemic.
As stated in the study, “Investors who received proactive communication reported a satisfaction score of 81 while those who did not receive proactive communication reported a satisfaction score of 56.”
For a glimpse at some of the prominent figures and findings from the DALBAR survey, you can read the full article by Katie Keir on Investment Executive’s website here.
Investor Insights: COVID-19 and Financial Advice
DALBAR is currently offering free access to the executive summary of the Investor Insights: COVID-19 and Financial Advice report. To download your free executive summary, please register your email address here.
If you would like to purchase the full report and receive exclusive insights on the impacts of COVID-19 on investors and their relationship with their advisor, please click here.
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