What do today's investors really want?

Do you know:

  • How investors are feeling?
  • What they’re thinking?
  • What they’re doing? And why?

We do. Investors are uncertain, worried, and taking a more active role in managing their money. And, they’re ready to walk away if they aren’t satisfied—do you know what to do about it?

A must-have for your business.

In the third edition of our Rebuilding Investor Trust research study, we’ve taken the deepest dive yet into the minds of affluent American investors. We’ve examined their changing financial goals, their biggest worries, how they really feel about their advisors, and what they’re hiding from you. No one knows for sure what the future holds, but our study will arm you with the insights you need to tackle it confidently and effectively.

Our research brings to light the most important issues for today’s affluent investors—and for the firms and advisors who serve them. Much more than a static snapshot, the study is packed with tangible answers and actionable recommendations for how to build better relationships, how to use technology smartly, and even what words and phrases are most appealing. Plus, our sample allows for nuanced segmentation—beyond just age and gender, we also break down the data by portfolio size and movement, investing style, political affiliation, and more.

Top 5 insights you can't afford to miss.

  1. 1

    Who’s hiding money from their advisors—and how much

  2. 2

    How investors want to use social media and apps (if at all)

  3. 3

    Verbatims from investors on designing the “ideal” advisor

  4. 4

    The most appealing language for describing advisory services

  5. 5

    Who’s most likely to walk away

About the Study.

Insights from people who know your audience

Rebuilding Investor Trust is the result of a partnership between two industry experts with deep experience in financial services: Northstar Research Partners, a leading market research consultancy and 2011 ARF Grand Ogilvy Award winner, and Sullivan, a brand engagement firm and consistent BtoB Top Agency.

Methodology

The study is being fielded in April 2012. The sample comprises 1,800 investors with at least $100,000 in investable assets outside workplace retirement plans, including:

  • Men and women age 25 and over, ranging from Millennials to Baby Boomers and retirees
  • Geographic distribution across the U.S.
  • 15% of respondents with over $1 million in investable assets
  • Clients of full-service brokerage firms, independent broker/dealers, financial planning firms, discount brokers, mutual fund companies, insurance firms, and banks
  • Two-thirds of respondents working with a financial advisor
Download a Fact Sheet

Pricing and Deliverables

For a fee of $23,500, your firm will receive:

  • Executive summary with actionable conclusions and recommendations
  • Detailed strategic report, including all key findings and trending analysis
  • Presentation of findings either in person in NYC or via phone
  • Data set of survey results
  • Cross-tabs with statistical testing

Custom analysis and segmentation is also available for an additional fee.