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.
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.
2025 Investor Engagement Survey from Capintel
The CapIntel 2025 Investor Engagement Survey, conducted in partnership with Logica Research, sheds light on the growing importance of trust in financial services.
New “High Net Worth Investor Survey” from Charles Schwab
The Schwab High Net Worth Investor Survey 2024, conducted in partnership with Logica Research, reveals key trends in wealth transfer among wealthy Americans.
New “ETFs & Beyond” Study from Charles Schwab
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 2024 401(k) Participant Study
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.
