Wealth Management Research
The Future of Advisory Services
Teaming, Growth, and Innovation
Advisors surveyed: 1000 financial advisors across the United States from all distribution channels
Issues to be investigated: This comprehensive study focuses on Advisor team development, strategic growth, and innovation. It uncovers emerging trends in building resilient, independent wealth management enterprises and innovating compensation models per evolving client expectations.
The Paradigm Shift
Millennial and Gen Z Investors and the Impending Wealth Transfer
Investors to be surveyed: 180 Generation Z investors with 49 over $1 million net worth. 710 Millennial investors with 426 over $1 million net worth. 623 Generation x, Baby Boomers and WWII investors with net worth over $1 million.
Issues to be investigated: This comprehensive study explores the intersection of two significant trends in the financial services industry: the rise of Millennial and Gen Z investors and the impending generational wealth transfer. It delves into the investment behaviors, preferences, and expectations of younger generations, highlighting how they reshape the financial landscape.
Affluent Insights
Paving the Way for Financial Providers and Advisors – A Study on High-Net- Worth Behaviors and Expectations in Wealth Management
Investors surveyed: Investors to be surveyed 1,250 investors with $100,000 to $1 million in investable assets; 1,250 investors with more than $1 million in investable assets
Issues to be investigated: Issues to be investigated: Building on the foundations laid by our previous study, “Weathering the Financial Storm,“ this new report goes a step further to unravel the complex needs of wealthy clients. It serves as an indispensable resource for financial executives and their advisors aiming to not only meet but surpass the high standards set by affluent individuals
The $25M+ Investor
A Roadmap for Organic Growth in High-End Wealth Management
Investors surveyed: 350 wealthiest investors from across the United States
Issues to be investigated: is comprehensive study embarks on a strategic exploration into the world of the $25M+ investor, a unique demographic with a net worth exceeding $25 million. It delves into the special estate planning needs and challenges of this elite group, their investment preferences and strategies, and their utilization of financial advisors.
Advancing Wealth Strategies
A Guide for Elite Financial Advisors – Cultivating Excellence in Client Engagement and Practice Growth
Advisors surveyed: 1,000 financial advisors across the United States from all distribution channels
Issues to be investigated: Step into the world of unparalleled success in wealth management with our groundbreaking study, “Advancing Wealth Strategies: A Guide for Elite Financial Advisors.“ This comprehensive resource is the quintessential guide for financial advisors who aspire to reach the pinnacle of their profession by mastering the art of client engagement and practice growth.
The Entrepreneur and Business Owner Study
A Guide for Elite Financial Advisors – Cultivating Excellence in Client Engagement and Practice Growth
Advisors surveyed: 1,000 financial advisors across the United States from all distribution channels
Issues to be investigated: Step into the world of unparalleled success in wealth management with our groundbreaking study, “Advancing Wealth Strategies: A Guide for Elite Financial Advisors.“ This comprehensive resource is the quintessential guide for financial advisors who aspire to reach the pinnacle of their profession by mastering the art of client engagement and practice growth.
The Digital Frontier
Optimizing Client Experience and the Future of Wealth Management
Investors to be surveyed: 250 investors with $100,000 to $1 million in investable assets; 1,000 investors with more than $1 million in investable assets
Issues to be investigated: This groundbreaking study navigates the evolving landscape of wealth management in the digital age, focusing on optimizing client experiences and the impact of emerging technologies. It defines what constitutes an exceptional wealth management experience for high-net-worth clients in the digital era, exploring the nuances of personalized service, seamless digital interfaces, and data-driven insights.
Unveiling the Wealthy Household Portfolio
A Deep Dive into Asset Allocation Trends and Transformations
Investors to be surveyed: 250 investors with $100,000 to $1 million in investable assets; 1,000 investors with more than $1 million in investable assets
Issues to be investigated: This publication offers an unrivaled perspective on the evolving asset allocation strategies of affluent households. Designed for senior executives, the research will uncover the dynamic shifts in asset allocation trends, including the growing inclination towards alternative investments and the profound influence of global events on portfolio structures. households throughout 2024, including asset shifts and comparison to prior years.