¹Source: Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.
²Source: Winning in the high-net-worth segment in US wealth management, McKinsey & Company, August 2020.
³Source: The Cerulli Report - U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2022, Cerulli Research, 2022.
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Compliance Code: 2 3 5 4, Town Square Capital August 25, 2023