U.S. Retail Investor Products and Platforms 2023
Partnering Through Adversity
Establish Relationships With Emerging Investors
- 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
- Understand how to serve clients from their first job through their retirement by bringing together numerous service models to serve their evolving needs
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Drew O'Hearn, CFP
Senior Director, Account Management
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Summary
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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