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!

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