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.