Nearly One-Third of Advised Clients Have Not Heard From Their Advisor During COVID-19
Source: ThinkAdvisor, J.D. Power
Advisor Interaction Drives Rebalancing
Source: ThinkAdvisor, J.D. Power
Despite COVID-19, Advisors Slow to Adopt Digital Channels Many Investors Want
Source: ThinkAdvisor, J.D. Power
Few Investors Highly Impressed by Firm COVID-19 Response
Source: ThinkAdvisor, J.D. Power