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- Wealth Solution Research Report 2023
Personalised investor experiences
Bridging the generation gap:
5 ways to attract investors and create competitive advantage
Our latest research, which surveyed more than 1,000 investors, highlights the data, insights and digital experiences that investors are looking for – from digital assets, index strategies and leveraging social media for investment ideas to their market outlook and risk appetite. Providing a tailored and personal approach is key to creating a competitive advantage and engaging the modern investor.
Read our report for 5 ways wealth firms can improve their strategies to bridge the generation gap and attract investors. Find out:
- How investors' experiences with their wealth firms differ across generations?
- What alternative investments and digital assets do investors want information about?
- How do investors plan to react to any further market volatility in 2023?
33% of Millennials and 21% of Gen X investors are using social media to gather insights and ideas, compared with only 3% of Boomers.
84% of Millennials state that advisors provide a personalised investing experience based on their needs.
Investors are as likely to take chances for larger gains as they are to avoid investment risk.