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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.

The CapIntel 2025 Investor Engagement Survey, conducted in partnership with Logica Research, sheds light on the growing importance of trust in financial services.

The Schwab High Net Worth Investor Survey 2024, conducted in partnership with Logica Research, reveals key trends in wealth transfer among wealthy Americans.

The 2024 “ETFs and Beyond” study by Charles Schwab, conducted with Logica Research, highlights growing investor confidence in exchange-traded funds (ETFs) despite market uncertainty.

Charles Schwab’s 2024 401(k) Participant study, conducted by Logica Research, reveals a growing confidence among workers regarding their retirement prospects, as a reduction in concerns over inflation and market volatility. Additionally, the study highlights a rising demand for professional financial advice.

Charles Schwab’s 2024 Modern Wealth Study, conducted with Logica Research, reveals a growing trend of financial confidence across generations—with younger Americans taking a proactive approach to investing at an earlier age. The findings highlight significant shifts in attitudes towards financial planning and investment participation, suggesting a positive outlook for future financial stability.

First Citizens recently shared its first “Beyond Wealth” study, conducted in partnership with Logica Research. This research was conducted to gather insights on how affluent Americans, defined as those with over $500,000 in investable assets, manage their finances and view their future financial planning.

A recent Vanguard survey, conducted in partnership with Logica Research, reveals perspectives on higher education and the usage of 529 plans.

The news has recently covered the findings of the Orion Advisor Wealthtech Survey, conducted in partnership with Logica Research. The study found that financial advisors and wealth managers must stay abreast of fintech trends and invest in technology to meet higher client expectations.