Capturing the Retail Investor

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Presented by

Elin Cheery (CEO - Elinphant), Stephen Marsh (Founder & Chairman, Smarsh), Marianna Shafir

About this talk

Retail investors represent one of the biggest opportunities for RIAs and BDs. Reflecting a new demographic, they bring a lower level of investor sophistication, an interest in new financial products, and preference to work with familiar tools. How are firms tapping into this opportunity for business growth?

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