Adviser 3.0: The Podcast

Ep 24 – Catherine Williams discusses the latest DFA’s Global Adviser Survey, including what top firms look like and key trends occurring. Listen to find out more!

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Abraham and Catherine have an insightful discussion about:

  • How Catherine got into the industry and what led her to joining Dimensional
  • The background on the DFA’s Global Adviser Survey
  • Key trends in tech adoption from the 2021 adviser study
  • What the top firms look like in terms of revenue, profitability and AUM
  • The contrast between the UK vs US in terms of AUM and Revenue per advisers, and the rationale for the differences
  • The trends and key characteristics being seen in the faster growing adviser firms
  • Catherine’s approach to saving for retirement
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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