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Understanding Today's US Investors

Use This Updated Investor Segmentation To Guide Your Digital Business Strategy

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. As fintech startups flood the market with new, digital-first offerings, firms need to understand how best to serve the four primary investor segments.

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Table of Contents

  • Understanding Today's Investors Is More Important Than Ever
  • Use Attitude-Based Segmentation To Drive Your Business Strategy
  • Competition For Different Segments Has Intensified
  • Recommendations

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

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