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The Top 6 Discoveries from Our National Study Envestnet and its research team led this unique national study to assess the perspective, motivations, concerns, and priorities of affluent America. The team extensively analyzed the findings to look deep into variables from degree of affluence to generation. The researchers also analyzed distinctions that affect short- or long-term financial goals, investing preparedness, current investor hot buttons, and perceived obstacles Affluent Americans fear may keep them from their financial goals. Below are six research discoveries that bear highlighting because they reinforce the importance of financial advisors during this time of uncertainty and dynamic markets: Envestnet is dedicated to helping advisors accelerate growth and productivity through connected technology, insights and solutions. We'd love to talk to you about our hyper-personalized, intelligently connected, and frictionless ecosystem that brings together a spectrum of services to help you deliver personalized solutions at scale for your clients. In 2023, Affluent Americans feel significantly less secure in their current financial situation (59%) compared to 2022 (72%). 1 During recent fluctuations in the market, having a financial advisor has helped Affluent Americans most by remaining focused on the long-term regardless of the challenging market environment. 2 Saving for retirement is by far the top primary financial goal across all generations of Affluent Americans. 3 Planning long-term financial goals, entering a new life stage, and setting up a will or trust would most drive Affluent Americans to consult with a financial professional. 4 73% of Affluent Americans are concerned about the security of their financial data. 5 Financial professionals are the most trusted source for all financial activity for Affluent Americans. 6 Learn more ©2023 Envestnet, Inc. and The Center for Generational Kinetics. All rights reserved. 27