Cerulli’s report

Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors


La sonrojante oferta de fondos índice
. La sonrojante oferta de fondos índice

Author: Alicia Miguel

  1. According to Cerulli's research, more than half of high-net-worth investors have direct or online trading account balances between $500,000 and $1 million
  2. "The self-directed model becomes less favorable relative to other advice models as assets increase"
  3. "High-net-worth and ultra-high-net-worth clients that are using a self-directed model represent a significant opportunity for asset managers that pass due diligence screenings"