關於這一集
This week, Jack Sharry talks with Andrew Guillette, Vice President of Global Insights at Broadridge. Founder of Verge Advisory and former COO of Cerulli, Andrew has a track record of delivering industry-leading market research to U.S. asset managers. With specialized expertise in research and product development, he can leverage cutting-edge technologies to transform business operations and create new revenue streams.
Andrew talks with Jack about what investors actually want, based not on surveys, but on real behavior from 55 million retail investors. Drawing from the Broadridge Investor Pulse dataset, Andrew breaks down five critical trends reshaping the investor landscape today. Their conversation also challenges long-held industry assumptions and offers a data-backed look at how firms can better align with evolving investor behavior.
In this episode:
(00:00) - Intro
(01:59) - Andrew's career background
(04:05) - What Investor Pulse is and why it matters
(08:02) - Theme 1: The myth of the 'average investor'
(11:40) - Theme 2: Democratization and concentration of wealth
(14:29) - Theme 3: Product proliferation and model portfolios
(20:40) - Theme 4: Blending of self-directed investing and advised relationships
(25:08) - Theme 5: Investor intelligence as a competitive advantage
(26:56) - Andrew's advice for wealth and asset management leaders
(28:05) - Andrew's interests outside of work
Quotes
"Advice still reigns, but the mix is shifting. The self-directed growth is real. Now, one-third of all investors have a relationship with a self-directed firm." ~ Andrew Guillette
"The number one reason that investors straddle is diversification and enjoyment. Diversification was highest among women, and then enjoyment was highest among men, particularly younger men." ~ Andrew Guillette
"Don't rely on legacy assumptions about who your investor is and how you think you should engage. Get the data to gain more precision about investor behavior. The firms best positioned to win will be the ones that understand the end investor." ~ Andrew Guillette
Links
Connect with our hosts
Subscribe and stay in touch
