CopyPastehas never been so tasty!

Self-Directed and Online Investing Market Research - US

by anonymous

  • 0
  • 0
  • 0

What the Self-Directed and Online Investing Market Research Report Covers

This study is a comprehensive look at the U.S. self-directed investing industry, with a particular spotlight on the competitive landscape, consumer behaviors and attitudes, growth trends and drivers, and marketing strategies.

What you need to know:

How big is the self-directed investment business, and how many consumers have these accounts?
What are the biggest challenges facing the self-directed investment industry, and what are the greatest opportunities?
Who are the leading companies in this business, and what are they doing to attract customers?
What are the most attractive customer niches for self-directed investment firms?
What are some of the services that consumers expect from their investment providers?

Scope and Themes
What you need to know
Data sources
Consumer study data
Abbreviations and terms
Companies mentioned in this report:

Executive Summary
The market
U.S. retirement market totals $15.3 trillion at year-end 2011
Figure 1: Percentage share of U.S. consumer retirement assets, by account type, 2011
IRA market share grows against competing retirement plans
Figure 2: Percentage share of U.S. consumer retirement assets, by account type, 2006-11
Lots of opportunities, but many Americans don t have money to invest
Figure 3: Net worth and disposable personal income of U.S. households, 2007 Q1 2012
Population trends are positive for investment industry
Figure 4: Projected percentage of U.S. population aged 65+, 2010-50
The consumer
About one third have a self-directed account, but few trade frequently
Figure 5: Incidence of self-directed account ownership and frequency of trading activity, by gender, May 2012
Consumers like to manage their own accounts, think pros charge too much
Figure 6: Reasons for choosing to manage own investments, May 2012
Online is most popular investing channel, but branches are still popular
Figure 7: Communication methods used in managing account(s), May 2012
Mutual funds and stocks are most popular investments
Figure 8: Types of financial products in self-directed account(s), May 2012
Fidelity is most popular investment firm, but young people like Wells Fargo
Figure 9: Location of self-directed account(s), May 2012
High frequency traders less likely to look to an adviser for ideas
Figure 10: Importance of sources of financial information (Very or Somewhat important), May 2012
Hispanics are an attractiveand growingcustomer niche
Figure 11: Frequency of trading in self-directed account, by race/Hispanic origin, May 2012
New products and innovations
Investment firms offer new features
Investment companies are offering big bounties to attract customers
What we think

Issues in the Market
The biggest challenge facing the self-directed investment industry
IRAs are largest market segment
Demographic trends will impact the market in coming years
Why do people choose to invest on their own?

Insights and Opportunities
Key points
Branch offices are still important to online investors
Blacks are grossly underrepresented as investment customers
Investment firms need to help promote financial literacy

Trend Applications
Trend: The Nouveau Poor
What we ve seen
Industry application
Trend: Help Me Help Myself
What we ve seen
Industry application
Trend 2015: Access Anything, Anywhere
What we ve seen
Industry application

For more information kindly visit :
Self-Directed and Online Investing Market Research - US


Bharat Book Bureau
Tel: +91 22 27810772 / 27810773
Fax: + 91 22 27812290
Follow us on twitter:
Our Blogs:

Add A Comment: