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September 28, 2021
Ability of Financial Professionals vs. Technology to Do Select Tasks Well According to US Investors, June 2021 (% of respondents)
Note
Respondents were asked, "People and technology help us with various tasks. In your opinion, which does each of the following best?"Methodology
Data is from the September 2021 Charles Schwab "Charles Schwab Investing & Technology Survey 2021" conducted by Logica Research. 1,400 US investors ages 18+ were surveyed online during June 14-28, 2021. Of the respondents, 1,000 adults are nationally representative of the US investor population, 200 are an oversample of new investors (started investing in 2020 or 2021), or “Gen I,” and 200 are an oversample of affluent investors (have investable assets of $1M or more).Chart Title
Ability of Financial Professionals vs. Technology to Do Select Tasks Well According to US Investors, June 2021 (% of respondents)Publication Date
September 28, 2021
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