The report will enable subscribers to:

Boost Profitability
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients

Identify New Targets
Identify investors who are ready-to-act and develop effective campaigns to get your firm in these investors’ consideration set and increase market share

Track Competitors
Benchmark performance against your competitors to improve brand positioning

Use of Advice Among Affluent Investors

• Financial advisor relationships vs. online distributor relationships
• Robo-advisor use and satisfaction
• Loyalty with financial advisors

Brand Equity for Leading Distributors and Product Providers

• Unaided consideration and overall awareness
• Brand impression and imagery association
• Overall consideration

Distributor, Mutual Fund and ETF Provider Brand Use, Satisfaction and Loyalty

• Penetration
• Share of assets
• Loyalty
• Satisfaction with a battery of client experience attributes
• Drivers of client loyalty
• Intent to increase/decrease investments

Affluent Investor Profile

• Account and product use
• “Ready-to-act” investors likely to invest in next three months
• Risk tolerance and active/passive allocation
• Attitudinal battery including trust in the financial community
• Digital wealth management and banking relationships
• Investor touchpoints

Perspectives on COVID-19

• Pandemic related fears and concerns
• Impact on affluent investor attitudes and behaviors (investments, economic outlook, confidence and much more)
• Communication behaviors and preferences during the pandemic, including interactions with financial advisor