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Blurring The Lines: The Impact and Importance of Self-Directed Investing in Wealth Management

A report by Aite Group (September 2011)

As the self-directed channel continues to grow at a rapid pace, traditional full service brokerages are being forced to reevaluate their wealth management strategy to support the increased demand among Investors for more investment self-service.

Written by Alois Pirker, Research Director at Aite Group, and sponsored by Scivantage, this report surveyed more than 400 financial advisors to gain a better understanding of the self-directed investing trends, the impact on the advisor and how the online channel can add value to a wealth management strategy.

Download this complimentary report today and gain valuable insights on the growing appeal for self-directed investing, the changes in Investor behavior, and the benefits for your firm, advisors, and clients.

Research Report:
Blurring The Lines: The Impact and Importance of Self-Directed Investing in Wealth Management

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Research Report

Alois Pirker
Research Director
Aite Group

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Please complete the form to download the complimentary report >>