Data Overview Report

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

Vijay Raghavan
August du Pont
 and  three contributors
Aug 06, 2019

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 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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