Region: North America

Subscribe to The Banknote newsletter for data-driven insights and expert perspectives on the trends shaping financial services.

The trillion-dollar gamble: Why women are leaving their financial advisors

70% of women fire their financial advisor after a spouse’s death. Advisors who ignore this trend risk losing billions in assets.

Articles

North America

Consumer

From debt to deposits: How US households are responding to rates

2 in 5 households prioritize debt consolidation, with 9% planning loans for this in 2025, up from 4% in 2019.

Articles

North America

Consumer

The Silver Tsunami: What $45 trillion wealth transfer means for firms and families 

Currently, 1 in 5 households prioritize providing for heirs, a sentiment evident across all ethnic groups.

Articles

North America

Consumer

Wallet wars: Why credit card loyalty is under threat

The payments landscape is evolving fast. Discover how US consumers are using credit cards, BNPL and mobile wallets.

Articles

North America

Consumer

The new insurance reality: What shrinking household budgets mean for coverage

48% of households now prioritize building an emergency fund, shifting focus away from long-term financial goals like retirement savings.

Webinars

North America

Consumer

The future of US insurance: Adapting to changing household needs

Watch our on-demand webinar to learn how US consumers prioritize insurance. Gain insights from MacroMonitor and the Society of Research.

Data-driven insights for financial service leaders

Subscribe to The Banknote, our monthly newsletter delivering expert perspectives and exclusive analysis, powered by 200,000 consumer and 60,000 business interviews each year to help you stay ahead in a fast-changing financial world.

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Region: North America

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© 2026 RFI Global

Region: North America

Subscribe to The Banknote newsletter for data-driven insights and expert perspectives on the trends shaping financial services.

The trillion-dollar gamble: Why women are leaving their financial advisors

From debt to deposits: How US households are responding to rates

The Silver Tsunami: What $45 trillion wealth transfer means for firms and families

Wallet wars: Why credit card loyalty is under threat

The new insurance reality: What shrinking household budgets mean for coverage

The future of US insurance: Adapting to changing household needs

Data-driven insights for financial service leaders

CONTACT

Stay ahead of the trends. Get data & insights delivered to your inbox

The Silver Tsunami: What $45 trillion wealth transfer means for firms and families 

Stay ahead of the trends.
Get data & insights delivered to your inbox