Sales & Marketing | 10.08.26

What the Industry Gets Wrong About DIY Investors

by: Tobias Salinger

A Crisil Coalition Greenwich study of over 5,000 investors found that do-it-yourself (DIY) investing and financial advice increasingly overlap. Among investors with $100,000 to $5 million in assets, 22% were “hybrid” investors who maintained self-directed accounts while working with financial advisors. These investors share similar risk preferences with traditional advisory clients but show greater price sensitivity and are more likely to consider switching advisors. Financial planners say DIY accounts are not necessarily competition; clients often seek professional help with taxes, retirement and comprehensive financial planning. Advisors can strengthen relationships by understanding clients’ outside investments, demonstrating value, discussing fees transparently and ensuring all assets support their broader financial goals.

Read the full article on Financial Planning