Five Key Trends Reshaping the Investor Landscape with Andrew Guillette

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