Younger generations (Gen-Z, Millennials, and Gen-X) are entering the market and growing their share of assets, while less educated investors are also increasingly participating.
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This groundbreaking tool leverages the power of Broadridge’s proprietary data to analyze billions of datapoints from tens of millions of retail investor households’ taxable accounts and IRAs.
Identify key shifts, themes, and opportunities to refine your strategies.
Benchmark performance, target investor personas, and identify client acquisition opportunities.
Segment investors based on various criteria, enhance product development.
Myth
Highly educated investors earn higher investment returns
Reality
Personal rates of return are similar across education levels
Myth
Discount brokerages mostly attract young investors
Reality
Discount brokerages defy demographic stereotypes. Self-directed investors are only four years younger than clients who use advisors—and self-directed popularity cuts across all generations
How have investment trends by gender shifted since the pandemic?
Which product type now holds the top asset share position in investors’ portfolios?
How prevalent is it for advisory clients to also maintain a self-directed relationship?
How does the generational profile of my practice compare to the industry?
How does the amount of my investment assets stack up versus my peers
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Younger generations (Gen-Z, Millennials, and Gen-X) are entering the market and growing their share of assets, while less educated investors are also increasingly participating.
Women represent a smaller proportion of the market by percentage and total assets but have higher median assets. They tend to start investing later in life, with an older average age.
The shift toward discount channels and self-directed accounts continues to grow, with individual equities becoming more popular.
Assets are moving from traditional advice-based channels to discount brokerage platforms, reflecting a broader trend toward self-service.
Investor portfolios are becoming more diversified, holding an increasing number of products. However, mutual funds—especially active ones—are declining in favor of ETFs and equities.
Despite the influx of younger and less educated investors, high-net-worth (HNW) investors continue to control an increasing share of total assets.
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |