U.S. Retail Investor
Connect with U.S. Retail Investor Trends
- Gauge the past performance of U.S. advisors and project future gains
- Assess investor behavior and changes investors are making to their relationships with advisors, direct providers, and technology platforms
- Evaluate how investors plan to change their consumption of financial services information and preferred channels and methods of communication
$10,250
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Drew O'Hearn, CFP
Senior Director, Account Management
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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Explore the Publication
Understand the behaviors, motivations, and decision criteria of investors across the full spectrum of age and wealth tiers. This publication provides timely insights into the preferences of U.S. households. It also provides strategic and tactical recommendations for asset managers, distributors, and other industry stakeholders.
Quarterly
Latest Issues
Q2 2023 — The Banking Issue
Featuring:
- Deposits in Flux
- Measuring Confidence
Q1 2023 — The Wealth Transfer Issue
Featuring:
- Promoting Difficult Conversation
Q4 2022 — Information Resources Issue
Featuring:
- Seeking Opinions
Q3 2022 — Assessing the Millennial Market Issue
Featuring:
- A Generation Coming Into Its Own
- Cryptocurrency—The Next Frontier?
Q2 2022 — Advice Orientation Issue
Featuring:
- Reassessing the Advice Continuum
- Profiling Behavioral Advice Segments
Q1 2022 — Emerging Affluent Issue
Featuring:
- Finding the Right Partner
- Supporting Emerging Affluent Engagement
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U.S. Retail Investor Edition
The Cerulli Edge is the best way to stay up to speed on what’s happening across the global asset and wealth management industries.
Our Experts
Meet the Team
The U.S. Investor team is committed to providing ground-breaking insights on what end-investors want, what channels they prefer to access, and their sentiment across myriad factors. Learn how they can help you better service this segment of the market.
Scott Smith
Director
Bio →
Scott Smith
Director
With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.
Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.
Full biography here.
John McKenna
Research Analyst
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John McKenna
Research Analyst
John specializes in investor trends and behaviors across different provider and advisory relationships. He contributes to The Cerulli Edge—U.S. Retail Investor Edition series and two annual reports, as well as providing quantitative and qualitative analyses for multiple practices and consulting engagements.
Prior to joining Cerulli Associates, John was an assistant at Harvard Kennedy School of Government, researching philanthropic habits among ultra-high-net-worth Chinese and American benefactors.
Full biography here.
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