Trends & Insights

2022 Finance Trends | Office Pulse Research Newsletter 

2022 Finance Trends | Office Pulse Research Newsletter

September 26, 2022 | Office Pulse Research Newsletter

Inflation, Fed rate hikes, and a fluctuating VIX all impact financial confidence. How confident are investors in their portfolio? How are professionals managing their financial assets?

Did You Know That In The US…

  • Despite the stock market’s volatility, 58% of Financial Advisors feel confident with their investment portfolio

  • 37% of Professionals A18-34 are likely to apply for a credit card in the next 6 months

  • 1 in 3 Professionals currently manage their financial assets using a financial advisor

US Newsletter

2022 Holiday Trends

CA Newsletter

2022 Holiday Trends

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