Our client Ameriprise recently released the results of a study on navigating financial autonomy in a report called Flying Solo [PDF]. The goal of this research was to explore how single, divorced and widowed individuals manage their finances — from current priorities to long‑term planning, and the key role of professional advice. We talked to […]
Our clients Ameriprise Financial just released more results from the Parents & Finances study we conducted for them earlier this year. We conducted this research among more than 3,000 American parents with at least one child age newborn to 30 with the goal of exploring how these parents approach money as their children grow. The […]
Our clients Ameriprise Financial released the recent study we conducted for them, Parents & Finances, earlier this week. We surveyed more than 3,000 American parents with at least one child age newborn to 30 with the goal of exploring how these parents approach money as their children grow. The results help us understand parents’ goals, […]
Our client Ameriprise recently published segmentation research we did to profile different personalities in retirement. After surveying more than 2,000 Americans close to retirement to identify shared characteristics and priorities, we came up with five unique profiles: Take the quiz on the Ameriprise site to see which you most identify with. Results include financial considerations […]
Our clients at Ameriprise recently released the results of a study we conducted with them about American couples and how they’re thinking of money in retirement. Our research shows couples trust one another and share the same dreams for retirement, but that doesn’t necessarily mean they’ve mutually agreed on how they’ll spend, save and give […]
Our clients at Ameriprise recently released the results of a study we conducted with them about how millionaires built their savings. The headline finding: Investors with $1 million or more say “financial planning and investing” is the No. 1 action that helped them build wealth, followed by “making a good income” and “living within my […]
We are excited to partner with Ameriprise again this year on this fascinating study about generational wealth. The recently released ‘Money and Family’ study reveals that while most investors plan to pass on wealth, few are completely transparent about their intentions to do so.
Our client Ameriprise recently released results of a study we conducted for them, which looked at how the COVID-19 pandemic shifted the financial priorities of investors. Key findings include the following: Over 60% of respondents said the pandemic has heightened the importance they place on protecting their assets and preparing for financial uncertainty. Many believe they’ll […]
Our client Ameriprise Financial recently published results from a nationwide survey we conducted of Americans ages 30–70 with $100,000 or more in investable assets. This survey focused on major financial setbacks and how investors have dealt with them. Major findings include the following: Most investors (73%) have experienced at least one major financial setback of […]
