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: July 2024
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.
Time frame: July 2024
Paving the Way for Financial Providers and Advisors – A Study on High-Net- Worth Behaviors and Expectations in Wealth Management
Investors to be surveyed: 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: 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: July 2024
A Roadmap for Organic Growth in High-End Wealth Management
Investors to be surveyed: 300 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.
Time frame: August 2024
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
A Guide for Financial Services Executives to Accelerate Organic Growth
Entrepreneur to be surveyed: 2000 entrepreneurs
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
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.
Time frame: December 2024
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.
Time frame: February 2025
