What the industry gets wrong about DIY investors

T1Covered by 1 source · first reported by American Banker (headlines) at 08 Oct, 21:19 UTC

While the wealth management industry usually counts self-directed clients as a separate segment of investing from its traditional base, new research suggests that there are many customers who have both a financial advisor and a DIY account.

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Sources

• T1What the industry gets wrong about DIY investorsAmerican Banker (headlines)08 Oct, 21:19