2013

CONNECTING WITH THE MASS AFFLUENT (F) (February 2013)

• Savings, Investments, and Premium Cards
• Provider Relationships and Advice
• Channel Optimization Strategies

A national Internet survey of 800 consumers age 18+ with investable liquid assets of $100K to $1M - including 400 with assets of $100K-$499K and 400 with $500K-$1M. 

2012

THE MARKET FOR PERSONAL FINANCIAL MANAGEMENT (December 2012)

• Money Management Solutions
• Banks vs. Third-Party Providers
• Features and Enhancements

A national Internet survey of 1,000 consumers age 18 or older.

SAVINGS AND INVESTMENT PLANNING IN AN UNCERTAIN ECONOMY (February 2013)

• Balancing Risk and Reward
• Changing Investor Objectives: Growth, Income, or Capital Preservation
• Marketing Savings Products in a Low Rate Environment

A national Internet survey of 1,000 consumers age 18 or older.