US Affluents and Financial Services
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!
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