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Consumers' approach to financial decision-making is evolving rapidly. They are consulting more sources of information than before, and technology continues to play an increasingly important role in how households interact with financial services firms. However, self-direction is at an all-time low.
Nearly 50 million households expect to leave inheritances; 1 in 4 households currently has funded accounts registered to trusts. Learn more in our report "Wealth Transfer: Business-building Strategies as More Families Engage With Inheritances and Trusts"
Our highly rated "wants and pricing" report looks at the top customer wants, customer understanding of pricing, and which firms’ customers rate as "Top Performers" across these important metrics.
We research behavior relating to saving, investing and financial advice. Through our three proprietary databases, we track current trends, benchmark advice and guidance experiences, and collect customer sentiments and attitudes.
On buying patterns from over 70,000 U.S. households
On the structure of advice and guidance
On emerging products and services
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We offer a number of products and services designed to help you to build product and market strategies, support speed to market, improve customer experiences, and drive overall business results.
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Conduct your own research and analysis through software accessing our trends database.
Analyze your advice and guidance tools and customer interactions based on industry best practices.
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