U.S. Retail Investor Advice Relationships 2017: Prioritizing Advice Solutions for a Hybrid Future

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In its ninth iteration, this annual report focuses on the relationship between investors and financial services firms. 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, investor concerns, investor preferences for compensating their advisors, and strategies for addressing and capturing retail investor assets.

Reasons To Purchase:
  • Understand investors’ preferences regarding all aspects of their financial advice relationships
  • Assess the current trends and growth projections for the digital advisory market
  • Explore how digital tools will serve as a catalyst in the evolution of the advice solutions segment
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