Report

Win Over Disengaged Investors With Affordable Retirement Plans

Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice
August 6th, 2019
With Contributors:
Piers Conway
and Sam Bartlett

Summary

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 m

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