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Fintechs Are Winning Over DIY Investors . . . | Investing | Discussion forum

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Fintechs Are Winning Over DIY Investors . . .
April 2, 2026
8:52 am
Dean
Valhalla Mountains, British Columbia
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Interesting survey results ➡️ https://www.bnnbloomberg.ca/bu.....ut-survey/

Ten years ago we'd never have believed it, but now . . .❗

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

April 2, 2026
10:05 am
mordko
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Weird:

But he said there’s an opportunity for bank brokerages to retain clients and build relationships as demand for human advisers grows, especially among affluent self-directed investors.

The survey shows nearly half of affluent DIY investors with $250,000 or more in assets say they plan to work with an adviser within the next year.

If someone really feels they need an advisor, they should stay far away from anyone affiliated with a bank. Knowledgeable independents with fiduciary duty like PWL would be better by miles.

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