Survey Finds Surge in Investors Seeking Professional Financial Advice

Recent surveys indicate a significant shift toward digital investing and an increased reliance on professional financial advice across global markets. According to Amundi's research, 77% of retail investors now hold at least part of their portfolios on digital platforms or apps, with this trend evident across all age groups and especially robust among younger investors. Additionally, nearly three-quarters of investors globally source investment information or advice through digital channels, though professional advice remains critical: investors receiving guidance, whether in-person or digitally, are much more likely to establish structured investment plans. HSBC's survey of Australian investors reinforces this trend, showing a rise in those seeking information from financial advisers and other trusted sources, reflecting a desire for holistic and credible financial guidance during uncertain times. Both studies highlight the complementarity of digital tools and professional support, suggesting that hybrid advisory models may best serve investors' evolving needs. As digital engagement increases, fostering financial education and access to expert advice will be essential for long-term investment success.