Read what consumers think about the factors that are important to them when choosing a savings or investing option.
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Some of ParameterInsights’ latest research reveals that 51.9% of Americans and 54% of Canadians are not following any kind of financial plan. While only 8.4% of Americans and 7.1% of Canadians report to be following a plan “very closely”. Needless to say, this represents a huge opportunity for consumers as digital wealth offers work to incorporate planning capabilities to their wealth offers.
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