5 Things Advisors Need to Know About the Evolving Investor
5 Things Advisors Need to Know About the Evolving Investor
To holistically consider the best investment decisions for their clients, advisors must ask themselves, “Do I recognize the face of today’s investor?”
This report shares five takeaways from the 2023 Voice of the Investor study, which provides a pulse on the wide-ranging attitudes, behaviors, and preferences of investors across the United States. Meet the moment for your clients in real time by understanding the proliferation of investor interests, their diverse portfolios, and their unique needs.
In this report:
In this report:
- How are today’s investors responding to the deluge of available investing information?
- How do today’s investors view financial advisors?
- Solutions and research that dig deeper into ways advisors can demonstrate their value to the Evolving Investor.