Upcoming Research – CEG Insights

Affluent Insights

Paving the Way for Financial Providers and Advisors – A Study on High-Net- Worth Behaviors and Expectations in Wealth Management

Investors to be surveyed: 1,250 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: 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.

Time frame: April 2024

The Paradigm Shift

Millennial and Gen Z Investors and the Impending Wealth Transfer

Investors to be surveyed: 1,250 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 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.

Time frame: May 2024

The Paradigm Shift - Millennial and Gen Z Investors and the Impending Wealth Transfer

The Digital Frontier

Optimizing Client Experience and the Future of Wealth Management

Investors to be surveyed: 1,250 investors with $100,000 to $1 million in investable assets; 1,000 investors with more than $1 million in investable assets

Time frame: April 2024

Unveiling the Wealthy Household Portfolio

A Deep Dive into Asset Allocation Trends and Transformations

Investors to be surveyed: 1,250 investors with more than $1 million in investable assets

Issues to be investigated: Offers an unrivaled perspective on the evolving asset allocation strategies of affluent households. This study, meticulously designed for senior executives, uncovers 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 2023, including asset shifts and comparison to prior years

Time frame: February 2025

Unveiling the Wealthy Household Portfolio

Advancing Wealth Strategies

A Guide for Elite Financial Advisors – Cultivating Excellence in Client Engagement and Practice Growth

Advisors to be surveyed: 700 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.

Time frame: October 2024

The Future of Advisory Services

Teaming, Growth, and Innovation

Advisors to be surveyed: 700 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.

Time frame: April 2024

The $25M+ Investor

A Roadmap for Organic Growth in High-End Wealth Management

Investors to be surveyed: 300 successful investors from across the United States

Issues to be investigated: This 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.

Time frame: August 2024

The Entrepreneur and Business Owner Study

A Guide for Financial Services Executives to Accelerate Organic Growth

Entrepreneur to be surveyed: 2000 entrepreneurs with at least $25 million of net worth

Issues to be investigated: The Entrepreneur and Business Owner Study‘ delves deeper into the complexities of engaging with successful entrepreneurs and business owners. It uncovers evolving opportunities, challenges, and best practices in guiding these clients on their wealth-creation journey. The study equips financial services executives with winning insights to empower their financial advisors to effectively attract, serve, and retain entrepreneur and business owner investors.

Time frame: December 2024

Affluent Insights

The Paradigm Shift

The Digital Frontier

Unveiling the Wealthy Household Portfolio

Advancing Wealth Strategies

The Future of Advisory Services

The $25M+ Investor

The Entrepreneur and Business Owner Study

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