Methodology, data collection and analysis by WealthManagement.com. Data collected June 16 - 24, 2025. Methodology conforms to accepted marketing research methods, practices and procedures.

Beginning on June 16, 2025, WealthManagement.com emailed invitations to participate in an online survey to active users. By June 24, 2025, WealthManagement.com had received 438 completed responses. Comparative data was collected June 12, through July 16, 2024, yielding 416 completed responses.

To encourage prompt response and increase the response rate overall, email invitations and survey materials were branded with the WealthManagement.com name and logo to capitalize on user affinity for this valued brand. Respondents were afforded the opportunity to enter a drawing for one of two $200 Amazon gift cards as a token of appreciation for their participation in the survey.