AFFLUENT & WEALTH MANAGEMENT PROGRAM
Navigating the Affluent & Wealth Management Shift
Benchmark affluent investor movement
Benchmark your brand, decode next-gen wealth transfer, and capture high-propensity account movers with MarketCast's syndicated intelligence.
- Track measurable acquisition windows as affluent households actively re-evaluate financial relationships across banking, brokerage, and advisory categories.
- Map where national banks, regional institutions, brokerages, and wealth providers win and lose ground — from awareness through conversion — as household wealth rises.
- Identify high-propensity movers and equip your team with segment, funnel, and positioning intelligence ready to act on.
What this program reveals
Why economic success does not equal financial satisfaction
About half of affluent investors grade their own financial well-being a "B," and Emerging Affluent households often feel financially behind even while meeting income and asset thresholds. For institutions that offer more than passive asset management, that gap is an opening.
Capturing the millennial and emerging affluent growth engine
Emerging Affluent investors under 45 plan to obtain a new loan or credit product at nearly double the rate of High-Net-Worth investors. They are also more likely to switch or add providers as their needs evolve, all making them the highest-propensity acquisition segment in the market.
Where financial institutions lose and win consideration
National banks lead awareness for deposits, but consideration drops as affluence rises and investors shift toward brokerages. Regional banks hold stronger mid-funnel consideration among Upper Mass Affluent households. Brand funnel benchmarks show exactly where to recover ground.
Solving the Affluent 33% advisor satisfaction gap
About one-third of affluent clients are not completely satisfied with their primary advisor and many want broader conversations around goals, estate planning, elder care, and investment performance. Quantify dissatisfaction and position services around relationship needs before they move to the competition.
Get early access to the 2026 Affluent and Wealth Management Report
Fresh insights on today's economic and investment landscape across all four segments, covering investment priorities, advisor relationships, self-directed behavior, product attitudes, and media consumption. Request early access or schedule a time to chat with our team below.