We generate the kinds of insights that generate press
We partner with our clients on market research studies that provide the right data to help them better serve their customers, provide proprietary data for thought leadership in the marketplace, and gain valuable media coverage.
What the 2026 Schwab Survey Reveals About Teen Investors — And Why Parents Should Pay Attention Now
Discover what the 2026 Schwab Teen Investing Survey reveals about how teens are learning to invest — and what parents can do to help.
First Citizens Wealth’s Beyond Wealth Report highlights how business owners are navigating economic pressure, growth decisions and long-term planning
Based on a survey of 500 U.S. business owners, the 2025 Beyond Wealth Report explores funding strategies, operations and retirement planning.
First Citizens Wealth’s Beyond Wealth Report highlights how wealthy Americans are navigating stress, complexity and shifting financial priorities
Explore insights from First Citizens Wealth’s 2025 Beyond Wealth Report on how affluent Americans approach financial decisions, retirement and legacy planning.
BILL’s 2026 State of AI in Finance highlights adoption, impact and barriers across finance teams
BILL’s 2026 State of AI in Finance report, with Logica Research, reveals how finance teams are adopting AI, where it delivers impact and what challenges remain.
Schwab’s IAOS 2025 highlights the traits and tools reshaping independent advice
The 2025 Schwab IAOS reveals how independent advisors are embracing leadership, emotional intelligence, and AI tools to meet evolving client needs and redefine the RIA model.
Schwab’s 2025 401(k) Participant Survey uncovers insights on savings, confidence, and retirement goals
The 2025 Charles Schwab 401(k) Participant Survey, conducted with Logica Research, reveals how inflation impacts retirement confidence, savings strategies, and retirement goals across generations, with insights on later retirements, employer support, and the $1.6M savings benchmark.
Charles Schwab’s 2025 Modern Wealth Survey reveals shifting perceptions of financial security
Charles Schwab’s 2025 Modern Wealth Survey reveals how Americans are redefining wealth—focusing on well-being, freedom, and financial planning amid rising costs and economic uncertainty.
Charles Schwab’s 2025 Women Investors Survey
Charles Schwab’s 2025 Women Investors Survey, conducted by Logica Research, reveals how women are balancing patience and risk, building confidence, and embracing diverse investment opportunities across generations.
Orion’s 2025 Advisor & Investor Survey Insights Released
Explore Orion’s 2025 Advisor & Investor Surveys, revealing trends in tech investments, generational wealth shifts, and evolving client expectations. See how advisors are adapting to drive growth in 2025.
