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78%of U.S. consumers expect to see all their financial data in one place1

 

Only 12%of Americans believe they are wealthy2

 

63% of those surveyed say they wish they had started with a financial professional sooner2

1 What Influences Where Consumers Choose to Bank, a survey of 1,053 American adults, was conducted by MX in June 2023 using the online survey platform. Results included an even split in responses across each generation: Baby Boomers (25%), Gen X (25%), Millennials (25%), and Gen Z (25%). The respondents were also evenly split between male and female (50% each), as well as White and non-White (Asian, Black, Hispanic, or Other).

2 The 2024 Everyday Wealth in America research was conducted for Edelman Financial Engines by Greenwald Research. Information was gathered through an online survey from June 12 to July 3, 2024, of 3,008 Americans who were at least 30 years old. The total sample also includes an oversample of 1,500 affluent Americans between 45 and 70 of age, with household assets between $500K and $3M, and who are open to or currently working with a financial professional. Data is weighted to correct for the oversample and is also weighted by household assets, age, gender, race, and education to reflect the broader national population. If this study were a random survey, it would have a margin of error (at the 95% confidence level), of plus or minus 1.8 percentage points. References to year-over-year comparison or prior results represent comparisons to the 2022 and 2023 Everyday Wealth in America studies. The 2023 study surveyed 2,022 Americans from Aug. 28 to Sept. 8, 2023. The 2022 study surveyed 2,011 Americans from Aug. 30 to Sept. 7, 2022.

ASSET ALLOCATION: FIND YOUR FINANCIAL BALANCE 

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