Affluent Americans: 4 FinTech Trends on the Rise

In this infographic, we explore the relationship between Financial Advisors and America’s Affluent.

Themes covered include:

  • Money & media: A cross-platform perspective on how Affluents consume media related to money and investments
  • Financial Advice: What kind of financial advice do Affluents receive?  How do they weigh professional advice with their own investing ideas and research?  How do they choose new advisors?
  • FinTech: Affluent interest and adoption of robo-brokers
  • Mobile: Adoption of mobile wallet apps, as well as average spend

The Ipsos Affluent Survey is the longest-running, most widely-used study of Affluent Americans. For over 40 years, it has tracked the lives, lifestyles, purchase patterns and media habits of financially successful Americans. Ask us how to become a subscriber today!

Infographic: The State of Affluents and Financial Services

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