2022 Finance Trends | 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

CA Newsletter

Would you like to extend the conversation?

Book a demo to learn more about impactful, engaging solutions from Captivate.

news-cta@2x