Financial Wellness Insights

$2,150.00

Given the uncertainty of the current economy, it is critical that consumers have the resources they need to get back on track financially. DALBAR’s Financial Wellness Insights study reveals findings from a survey of consumers who were asked:

  • The sources they most often seek out for financial guidance

  • To identify the financial health resources they find most useful

  • The extent to which they utilize those resources

  • The benefit they have gained from their usage of financial wellness resources

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Given the uncertainty of the current economy, it is critical that consumers have the resources they need to get back on track financially. DALBAR’s Financial Wellness Insights study reveals findings from a survey of consumers who were asked:

  • The sources they most often seek out for financial guidance

  • To identify the financial health resources they find most useful

  • The extent to which they utilize those resources

  • The benefit they have gained from their usage of financial wellness resources

Given the uncertainty of the current economy, it is critical that consumers have the resources they need to get back on track financially. DALBAR’s Financial Wellness Insights study reveals findings from a survey of consumers who were asked:

  • The sources they most often seek out for financial guidance

  • To identify the financial health resources they find most useful

  • The extent to which they utilize those resources

  • The benefit they have gained from their usage of financial wellness resources

Investor Insights: Account Statements
$1,850.00
Investor Insights: Paperless Delivery
$1,250.00
Investor Insights: Online Security
$1,250.00
Investor Insights: Online Behavior
$1,850.00
Investor Insights: Investors Using Advisors
$950.00