U.S. Retail Investor Advice Relationships 2014: Evolving Roles in Client Relationships

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This report, in its fifth iteration, focuses on the relationship between financial advice 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 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, with a focus on clients with investable assets over $100,000.

Data from this report comes from an ongoing survey of more than 10,000 U.S. households annually in partnership with Phoenix Marketing International. Interviews with more than 40 executives across the industry provide qualitative insight.

Reasons To Purchase:
  • Develop marketing strategies for advisors based on client relationship trends
  • Assess long-term fee trends and how investors feel about paying for advice and services
  • Analyze how advisors use digital communication (social media, websites) in new ways to interact with clients
  • Identify optimal advice and service models given a firm’s unique strengths and core market focus
  • Understand the new “co-planning” model of financial planning
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