To help you adapt, 8 Acre Perspective and Ulicny are gathering insights from consumers and advisors in order to understand changing financial behaviors and attitudes over time.
What you’ll learn
- How are financial priorities changing?
- How are people adjusting in order to meet personal financial goals?
- Are attitudes toward professional advice shifting?
- How are assets shifting among asset classes and product types?
- What’s the role of robo advisors and other digital tools?
- Will socially responsible investing (ESG) continue to grow?
- How well are providers addressing consumers’ changing needs?
Participants
2000
Consumers
2000 Consumers
- Decision-Makers with $25,000+ investable assets
- HNW, Affluent, Mass Affluent, and Mass Market
- Includes 800 households with $500,000+ investable assets – including 400 HH with $1MM+
- Distributed across asset level, gender, age, and employment status
+
300
Financial Advisors
300 Financial Advisors
- Across channels: wirehouse, regional, IBD, insurance, bank, and RIA
- $10MM+ assets under management
- Work with retail investors
Timing
1st
Study
July 2020
Results
August 2020
2nd
Study
July 2021
Results
August 2021
The 2021 study will track key questions to measure year-over-year changes.
What you will receive
Full report with strategic analysis of the findings
Access to the full data set
Exclusive, free access to a webinar in which key findings are discussed (with Q&A)
Optional:
Purchasers can request a custom proposal for a parallel benchmarking study using their own client base.
Packages and pricing for 2020 studies
Full package:
(consumer and advisor studies)
$16,500 before August 15
$19,500 after August 15
Consumer study only:
$12,000 before August 15
$13,500 after August 15
Advisor study only:
$6,000 before August 15
$7,500 after August 15
10% of profits from this study will be donated to the American Red Cross for COVID relief.