‘Lack of expertise’ driving clients away from accountants
A far-reaching study has indicated a significant chunk of investors would prefer to turn to their accountant for investment advice, while one of the top reasons clients leave their accountants is lack of expertise in the area. Investment Trends has released its 2016 Investment Trends Robo-advice Report, which indicates that while the use of automated investment services remains “nascent”, this looks set to change as awareness begins to spike.