New research confirms anecdotal evidence that a significant share of affluent individuals are performing more financial transactions online than they were a year ago.

A significant number of affluent individuals are buying certain investment products from someone other than their primary financial advisor.

The children of affluent individuals are the most likely recipient of their parents’ wealth but in many cases are not the only inheritor.

Women appear to be more prepared than men to weather any additional cutbacks in Social Security or employer-provided retirement plans.