Investor Presentaiton
Reasons for Using Robo-Adviser: The top reasons for opening an
account with an online adviser are convenience and lower fees
Q
Which of the following is the most important reason that you decided to open an account with an online investment adviser?
[asked only of investors with an online investment adviser; Manitoba n=25]
Note: Frequencies
shown due to small
sample size.
Manitoba
=
Among investors with an online investment adviser
It is more convenient
The fees are lower than other options
They accept clients like me who have low minimum investment amounts
I don't trust traditional financial institutions and investment companies
They offered additional services such as savings accounts, trading accounts, or
financial planning services
The investments perform better
1
Something else
Don't know
1
2
2
2
3
7
ས
7
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INNOVATIVE
RESEARCH GROUPView entire presentation