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        Practice Management

        2024 Influential Investor Segment Study

        Find out how four investor segments whose influence is shaping the future of advice could be the key to unlocking growth for your practice.

        Get Our Exclusive eBook

        55% of advisors say their greatest challenge is client acquisition.¹ And industry disruption and consolidation only add to the difficulty. The good news? Growth opportunities await. The key: knowing what four fast-growing client segments want and positioning your practice to deliver.

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        Why These Investors?

        This eBook offers robust data — key financial goals, investing trends, client service preferences, and more — on four client segments well positioned for growth:

        1
        Millennials

        These digital natives now represent the largest investor demographic. As they accumulate wealth, their service preferences will continue to redefine the wealth management experience.  

        2
        Gen Xers

        Like a case of middle-child syndrome, these investors are often overlooked and often stressed. But they have a pressing need for tailored guidance to prioritize their long list of competing financial demands.

        3
        Women

        Now controlling one-third of global wealth, women have become a powerful force in the world’s economy. With women in the driver’s seat, it’s important to know what women investors want — from selection to service preferences.  

        4
        Hybrid Investors

        This fast-growing segment leans into the duality of personalized human advice and the convenience and cost-effectiveness of direct investing. And they’re looking for a seamless integration of the two.

        Future-proof Your Practice

        The findings from our 2024 Influential Investor Segment Study can help you:

        Refine Your Strategy

        Develop a strategy to focus on client segments positioned for growth.

        Enhance the Client Experience

        Cater your practice’s approach to what today’s investors are looking for.

        Attract, Service, and Retain

        Build trust by aligning your messaging and offerings to the long-term goals of these influential client segments.

        More Practice Management Insights

        Level up your practice management skills with research, insights, and services that can help you streamline operations and take your business to new heights.

        Explore Insights

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL").  Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com. 

         

        SSGA, ASL is the Responsible Entity and the issuer for the State Street Managed Funds, which are unquoted, and the SPDR® ETFs which are quoted on the AQUA market of the ASX or listed on the ASX. SSGA ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over interests in the SPDR® S&P 500® ETF Trust (“SPY”) which were first quoted on the AQUA market of the ASX on 13 Oct 2014. State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY".

         

        This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement, available at ssga.com, before deciding whether to acquire or continue to hold the Funds. Target Market Determinations can also be found at ssga.com.  This material should not be considered a solicitation to buy or sell a financial product or security. 

         

        Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss.

         

        Risk associated with equity investing includes stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.  

         

        SPDR®, Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd], these trademarks have been licensed for use by S&P Dow Jones Indices LLC and licensed for use for certain purposes by State Street. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street.  The products referenced herein are not sponsored, endorsed, sold or promoted by any of these third party entities and none of these entities bear any liability with respect to the products or make any representation, warranty or condition regarding the advisability of buying, selling or holding any products issued by SSGA, ASL.

         

        There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA ASL’s express written consent.

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