Trends Report

The Wealth Management Firms US Investors Use

Where US Investor Segments Keep Their Assets

February 8th, 2011
Bill Doyle, null
Bill Doyle

Summary

Significant changes in investor behavior have rendered old segmentations obsolete. Marketing leaders at financial services firms that serve US investors can benefit from Forrester's attitude-based segmentation, which combines self-directedness and investable assets. The segmentation reveals which firms are strongest with certain investor segments — and which segments are up for grabs.

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