A new study of “do it yourself” investors reveals a slight disconnect with financial advisors but also points to the continued need for financial advice.
Valued characteristics that investors like in advisors
The most valued characteristics investors viewed in their advisors were the ability to translate personal goals into an investment strategy and understanding the investment relative to the financial / market environment. Oddly, the least valued characteristics were listening skills, objectivity and years of experience, as one might think success in the most valued skills correlate with the advisor's least valued traits.
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