"The investment world is being buffeted by several disruptive trends. One is the rise of robo-advisers, which provide algorithm-based investment advice without the help of humans. These allow lower minimum balances, have lower trading costs, and often even offer access to humans. Demographics are also forcing changes, as Baby Boomers are decumulating now rather than investing, more women are earning higher incomes and need more investment advice, and young people ...
Download:
Search within report
Searching...
Overview
Overview
This report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Overview
Executive Summary
Market
Market
Mintel provides a range of market information, frequently through the category level, including market size and forecasting, complete with market drivers that illustrate the forces that shape a category or market.
The Market – What You Need to Know
Market Size
Market Breakdown
Market Factors
Consumer
Consumer
Mintel's proprietary consumer research provides our analysts with the attitudinal and behavioral data used to provide valuable insight to topical issues.
Consumers – What You Need to Know
Investable Assets
Investment Account Ownership
Location of Investment Account
Reasons for Not Having an Account
Investment Behaviors
Robo-adviser or Human Adviser?
Source of Information
Attitudes toward Investing
Cluster Analysis
Brand/Company
Brand/Company
Mintel provides overviews of the top brands and manufacturers, and uses consumer research to explore attitudes and reactions to brands, as well as insight into what will resonate with consumers.
Key Players – What You Need to Know
What’s In?
What’s Struggling?
What’s Next?
Data
Data
Reports provide appendices of data to support the research and insight produced. Our tables of data are easily manipulated and downloadable to support your research needs and covers factors from consumer attitudes to market forecasts.
Appendix – CHAID Analysis
Appendix – Data Sources and Abbreviations
20th October 2017
"Demographics and the demise of pensions are combining to force advisers to shift their focus from helping clients accumulate retirement savings to helping them manage them so as to last through retirement. While retiring investors have largely been ignored by the investment community, a new crop of start-ups recognizes they ... 
21st June 2017
"Estimates are that $30 trillion will be transferred to Millennials over the next three decades. This, plus the fact that they have their highest earning years in front of them, makes them highly sought after customers for investment firms and advisers. But many Millennials are uncomfortable with the idea of ...
|
Women are still behind
