Learn which characteristics and methods are most important to consumers when choosing a financial professional.
Related Research
Choosing a Financial Professional: What Attributes Are Important to Consumers?
Many things influence consumers when choosing a financial advisor. See how gender, age and various attributes play into their choice.
U.S. Consumer Sentiment (April 2024)
While consumer sentiment about the economy remains stable, confidence in the insurance industry encountered setbacks.
Navigating Financial Futures: Advisors and Retirement Income Planning
Find out how advisors are providing retirement income planning services to their clients.
Advisors and Retirement — Income Planning and the Role of Annuities
Learn how investment advisors position annuities and provide retirement income planning to their clients.
2024 Insurance Barometer Study
The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States, with a particular focus on life insurance.