What Clients Think of Advisors’ Covid‑19 Response

Jul 22, 2020 / By Elaine Belsito
Horsesmouth Assistant Editor
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Chart Talk: A new report from J.D. Power indicates that many wealth managers have missed the mark when it comes to managing client relationships during the pandemic.
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

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