U.S. Retail Investor Products and Platforms 2021
Redefining Mass Customization
Better Align Portfolios with Investor Preferences
- Learn how financial advice provider firms can optimize their strategies in designing and addressing retail investment platforms
- Understand retail investors’ preferences with regard to direct investing platforms and the products they wish to use on them
- Analyze annually updated investor market sizing, with age and wealth tier segmentations
- Explore proprietary sizing of direct-to-investor platforms, including an updated leaderboard and underlying product sizing
- Gain insight into the value of brands in investors’ decision making
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This report serves as Cerulli’s guidebook to optimizing firms’ strategies to designing and addressing retail investment platforms. It helps firms better understand retail investors’ preferences with regard to direct investing platforms and the products they wish to use on them.
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