Reports & Articles

Reports Directory


Wealth Market Reports:

> Serving Business Owners

> Choosing a Trustee

> Client Loyalty Among Affluent Investors

> Effective Communication Techniques for Attracting and Retaining Current and Next-Generation Clients

> Centers of Influence and Gatekeepers: Their Influence on Referrals and Wealth Transfer

> Investing Habits of Millennials

> Investor Perceptions of Socially Responsible and Impact Investing

> Market Insights 2016

> Millennial Investor Personas

> Robo-Advisor 2016

> The Wealthiest Americans: The $25 Million Plus Investors

> Wealth Segmentation Series - Mass Affluent

Wealth Segmentation Series - Millionaire

> Wealth Segmentation Series - Ultra High Net Worth

> Wealthy Investors and Their Perceptions of Virtual Advisors

> Why Investors Switch Advisors

> 2016 Personal Trust Update

> Senior Corporate Executives: How to Serve The C-Suite

> Profiling of Investors Based on Their Preferred Advisor Types

> Attracting Millennials and Generation X Investors

> Successfully Growing Your Business With Wealthy Women

> The Impact and Understanding of Fiduciary Regulations on the American Investor







Retirement Market Reports: 

> DC Participant Insight Series

Financial Wellness in Retirement

> Job Changers and Plan Balances: Where Does the Money Go? 

> Managing Assets for Endowments and Foundations 

> Million Dollar Participant


White Papers:

> Baby Boomer Personas

> Decisions Regarding Long-Term Care Insurance

> Fiduciary - Do Investors Know What it Means? 

> Financial Literacy: Do The Rich Know Something We Don't?

> High Net Worth Men vs. Women

> Investor Attitudes Entering 2016

> Marketing Wealth Management to Ethnic Investors

> Money in Motion

> Spending Choices Among Affluent Investors

> Women In Transition

> August 2016 Investor Pulse

> Socially Responsible Investing

> Social Security: When and Why

> Snap Judgments: Do First Visual Impressions Impact Financial Advisor Selection?










Older Reports

Wealth Market Reports:

> Advising the Affluent Lesbian, Gay, Bisexual and Transgender Investors

> Baby Boomers vs. Gen Xers: A Comparison of HNW Investor Needs, Attitudes and Behaviors

> Generation "X" Marks the Spot: Managing Relationships With the Forgotten Generation

> High Income Women

> Lost Without an Advisor: How to Attract Advisor-Less Investors

> Use of Hedge Funds and the Private Equity in the Portfolios of the Wealthy


Retirement Market Reports: 

> The Retirement Income Solution Gap