U.S. Retail Investor Advice Relationships 2020: Accentuating the Value of Advice

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This annual report is designed to provide insight into the relationship between financial providers and retail investors. It covers the provider-client relationship from end to end, starting with client acquisition, progressing through advice delivery, investment management, and pricing and client retention strategies, among other topics. In addition, the report includes a sizing of the retail investor marketplace by channel and product to help firms identify client acquisition and product distribution opportunities.

Reasons To Purchase:
  • Analyze investor retirement expectations, desired financial planning changes, and why some investors don’t have a financial advisor
  • Gain a deeper understanding for various aspects of advisor-investor relationships, including sentiments on risk and engagement levels, client acquisition, household satisfaction, relationship management, and fees/pricing
  • Explore a complete sizing of the U.S. retail investor marketplace, with breakouts by age, household financial and investable assets, types of assets and debt, primary provider channel, and advice orientation
  • Review the state of the digital advice landscape, including the top automated online investment services and growth rate projections
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