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Attract And Retain Self-Directed Investors With Robust Trading Platforms

Segmenting US Investors: Help Self-Directed Investors Conduct Research And Trade With Advanced Digital Tools

August 6, 2019

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Why Read This Report

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. This report provides insight about how to win over self-directed investors, who are the power users of research and trading tools.

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Table of Contents

  • Self-Directed Investors Conduct Their Own Research And Trades
  • Give Self-Directed Investors Advanced Research And Trading Tools
  • Recommendations

  • Use Our Investor Segmentation To Guide Your Business Strategy
  • Supplemental Material
  • Related Research Documents

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