U.S. Retail Investor Advice Relationships 2013: Sorting Out the Winners and Losers

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This report, in its fourth iteration, focuses on the relationship between financial providers and retail investors. It examines how investors choose their providers, segmenting investors into those who use an advisor, those who invest through direct providers, and those who invest through their employer-sponsored plans. The report covers the role and importance of advice, primary and secondary relationships, investor concerns, investor preferences for compensating their advisors/providers, and strategies for addressing and capturing retail investor assets. It also sizes the addressable asset opportunity for investors in various age and wealth segments.

Reasons To Purchase:
  • Identify optimal advice and service models given a firm’s unique strengths and core market focus
  • Assess long-term fee trends and how investors feel about paying for advice and services
  • Address investors according to their concerns by age and wealth level
  • Evaluate "advice opportunity households"
  • Develop marketing strategies for advisors based on client relationship trends
  • Analyze how advisors use digital communication (social media, websites) to interact with clients
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