U.S. Retail Investor Advice Relationships 2023
Develop a Collaborative Engagement Process With Investors
- Address the ongoing growth of self-managed accounts among investors across all advice orientations
- Discover the variety of advice orientation choices that investors are making in pursuit of their long-term financial goals
- Investigate the provider-client relationship, starting with client acquisition, progressing through advice delivery, investment management, and pricing and client retention strategies, and more
Discounts available for bulk purchase
Explore affluent investors’ relationships with their financial advice providers. Understand investors’ criteria for selecting advisors and their preferences regarding ongoing communication, including the use of digital tools to augment traditional advisors. Fine-tune your value proposition to best address specific market segments.
Included with Purchase
Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
Interactive Report Dashboard
Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.
Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.
Data Behind the Report
Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.
Access your reports digitally anytime, anywhere, on any device through our client portal.
Want More Information?
Learn more about this report and related Cerulli research.
You May Also be Interested in:
- Annual report
- The Cerulli Edge
- Cerulli Lodestar
Strategic Consulting & Custom Research
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.