Practices > Retail Investor

The retail investor practice focuses on the end-investors of retail financial products and services. Coverage includes investor usage of financial products, investor preferences in distribution channels, investor-advisor interaction, investor outlook, and difference among investor segments. Key topics include retail investor market sizing by wealth tier, product trends, client acquisition and retention, and distribution channel analysis (including advisory and non-advisory channels).

Data is collected in partnership with Phoenix Marketing International, one of the fastest growing marketing services firms in the United States. Phoenix’s large scale bi-monthly studies explore Affluent consumers’ investment behaviors, relationships with financial services companies, loyalty, share of wallet, perspectives on retirement and more. Other data is derived from the Federal Reserve’s Survey of Consumer Finances and from Cerulli’s survey of financial advisors.