Data Overview 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
August du Pont, null
August du Pont
With contributors:
Oliwia Berdak , Piers Conway , Sam Bartlett

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 on how to win over disengaged investors, who have traditionally been unable to afford financial advice but can benefit from automated investing.

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