Practice Management

2024 Influential Investor Segment Study

Find out how four investor segments whose influence is shaping the future of advice could be the key to unlocking growth for your practice.

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Why These Investors?

This eBook offers robust data — key financial goals, investing trends, client service preferences, and more — on four client segments well positioned for growth:

1
Millennials

These digital natives now represent the largest investor demographic. As they accumulate wealth, their service preferences will continue to redefine the wealth management experience.  

2
Gen Xers

Like a case of middle-child syndrome, these investors are often overlooked and stressed. But they have a pressing need for tailored guidance to prioritize their long list of competing financial demands.

3
Women

Now controlling one-third of global wealth, women have become a powerful force in the world’s economy. With women in the driver’s seat, it’s important to know what women investors want — from selection to service preferences.  

4
Hybrid Investors

This fast-growing segment leans into the duality of personalized human advice and the convenience and cost-effectiveness of direct investing. And they’re looking for a seamless integration of the two.

Future-proof Your Practice

The findings from our 2024 Influential Investor Segment Study can help you:

Refine Your Strategy

Develop a strategy to focus on client segments positioned for growth.

Enhance the Client Experience

Cater your practice’s approach to what today’s investors are looking for.

Attract, Service, and Retain

Build trust by aligning your messaging and offerings to the long-term goals of these influential client segments.

Explore Investor Insights by Segment

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