Retail investor trading in the US: perspectives on trading preferences and behaviors
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10 March 2015Ashley Globerman
Celent conducted a survey of retail investors across the United States to better understand this segment of the wealth management industry.In this report, we answer:
- What is the average profile of the retail investor in the US?
- How have retail investors' product preferences evolved over time?
- How can firms capture and retain new and existing retail clients?
- The growth rate of self-directed investors continues to outpace that of non-self-directed investors.
- Asset class preferences have changed slightly since Celent’s 2012 retail investor survey.
- Dynamic client expectations continue to shape the wealth management industry.
- There is investor demand for peripheral services outside of trading.
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