Investor Presentaiton
Rules for Robo-Advisers: Most don't know about robo-adviser rules;
higher knowledge and frequent investors most likely to say 'fewer'
Q
As far as you know, are there fewer rules for robo-advisers than in-person advisers, more rules, or are the
rules about the same for robo-advisers as for in-person advisers?
[asked of all respondents; national n=5,000, Manitoba n=500]
Segmentation (Manitoba 2020)
113
National
61%
Manitoba
NV
Respondents who say "fewer rules"
Investor Segments
No savings
10%
66%
Savings, non-investor
3%
Non-frequent investor
9%
Frequent investor
13%
Investment Knowledge
Low 5%
Medium 7%
High
18%
Advised Segments
Non-investor 6%
DIY investor 7%
Advised investor 12%
Manitoba Region
Winnipeg 9%
South/West 7%
Central/North 5%
More rules
(7%)
22%
Fewer
rules (11%)
More rules
(6%)
20%
Fewer
rules (8%)
Winnipeg Region
Central/North
8%
East
9%
8%
5%
3%
2%
South/West
9%
5%
5%
3%
Age
1%
18-34
9%
35-54 8%
55+
Many Somewhat About the Somewhat Many
more
rules
more
rules
same
rules
fewer fewer
rules
rules
Don't
know
enough to
say
Many Somewhat About the Somewhat
Many
Don't
7%
Gender
more
more
same
fewer
fewer
know
Men
9%
rules
rules
rules
rules
rules
enough to
Women
7%
sayView entire presentation