Methodology, data collection and analysis by WealthManagement.com. Methodology conforms to accepted marketing research methods, practices and procedures.

Beginning on June 12, 2024, WealthManagement.com emailed invitations to participate in an online survey to active users. By July 16, 2024, WealthManagement.com had received 416 completed responses. Surveys conducted in August-September 2023 and October-November 2022 yielded 371 and 409 completed responses, respectively.

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. The first 200 respondents to the most recent survey were afforded the opportunity to receive a $10 Starbucks gift card as a token of appreciation for their participation in the survey.