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.
Charles Schwab’s latest Modern Wealth Study, conducted with Logica Research, was recently released. This study revealed the latest in Americans’ views on wealth—and how “non-financial assets like good health, fulfilling relationships and career flexibility resonate far more when defining wealth than having large sums of money.” The study was covered in articles from The New York Post, CNBC, MarketWatch and Forbes, among many others including Fortune, Bloomberg and more.
Charles Schwab recently released their Spring 2023 Independent Advisor Outlook Study, conducted with Logica Research. The study surveyed Registered Investment Advisors (RIAs) on a range of topics related to their businesses and current state of the financial industry.
“ETFs and Beyond”: A New Study by Schwab Asset Management MarketWatch, etf.com and Think Advisor recently covered Charles Schwab’s “ETFs and Beyond” Study, conducted with Logica Research. Schwab has worked
Charles Schwab’s 401(k) Participant Study, conducted with Logica Research looked at how rising costs and market volatility are affecting how and how much Americans’ are saving for retirement, particularly when it comes to 401(k) plans.
Charles Schwab’s Modern Wealth Study, conducted with Logica Research. This study revealed the latest in Americans’ views on wealth—and that spending, saving and investing are becoming increasingly values-driven.
2021 401(k) Participant: Schwab Study Financial Advisor, TheBalance, 401kSpecialist, and The Motley Fool recently covered Charles Schwab’s 2021 401(k) Participant Study with Logica Research. This study was conducted to explore
Spending and Saving Priorities: Schwab Modern Wealth Study The Motley Fool, CNBC, Forbes, BizWomen, and The New York Times recently covered Charles Schwab’s Modern Wealth Study with Logica Research. This