Contribute to Editorial Research

How is your organization planning to capture the next generation of wealth?

Hello Voornaam,

You are invited to participate in a new research study from Financial Planning. In this survey, we explore how firms are strategizing to address the greatest transfer of wealth in our nation’s history. What tools and technology are you leveraging to attract new, younger customers and build tailored investment portfolios? Key insights from this research will be shared in our upcoming editorial coverage so you will have the opportunity to see how your firm’s approach compares to that of your peers and competitors.

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As a thank you for your time, you will receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen or NAMI: The National Alliance on Mental Illness. Your contribution will remain confidential and only be used in aggregate for research purposes.

We sincerely appreciate your time and participation.

If you need help with the survey, reach out to us at surveysupport@arizent.com.  

For more information about this survey, see the official rules.