Methodology, data collection and analysis by WealthManagement.com. Data collected March 12 - 24, 2025. Methodology conforms to accepted marketing research methods, practices and procedures.

Beginning on March 12, 2025, WealthManagement.com emailed invitations to participate in an online survey to active users. By March 24, 2025, WealthManagement.com had received 414 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. The first 200 respondents were afforded the opportunity to receive a $10 Starbucks gift card as a token of appreciation for their participation in the survey.