News

Do ‘Robo Advisers’ Sell a Product or a Service?

WSJ

Do technology-based “robo advisers” primarily offer souped-up investment products or services that can include calming nerves and motivating people to save more money? Hearts & Wallets shares findings from its latest research with the WSJ.

Click here to learn about this research.

What’s Really Attracting Investors to Robo-Advisors

Younger Investors Assess Four Leading Robo-Advisors

(Rye, NY) – The real drivers that attract investors to “robo”-advisor platforms, how these new entrants satisfy new consumer needs, and competitive recommendations for traditional financial service providers are revealed in a new study by Hearts & Wallets, the preeminent financial research platform for consumer savings and investing insights.

The Hearts & Wallets study, New Needs, New Competitors, New Solutions: Young Investors Speak, Revealing the Real Reasons for the “Robos” Emergence & What to Do Next, assesses the robo phenomenon through the prism of trend-setting Millennials, ages 21 to 39. Read More→

Going Beyond Generation: Research Reveals Who’s Saving the Most and Why Within Gen Y and Gen X

The Three “Saver Personalities” for Generations Y and X

(Rye, NY) – A new Gen Y and Gen X behavioral segmentation study reveals who’s accumulating the most assets, three distinct behavioral “saver personalities,” and how the financial services industry can help each group achieve their financial goals, according to Hearts & Wallets, the preeminent financial research platform for consumer savings and investing insights.

Hearts & Wallets latest topical brief, Going Beyond Generation to Understand Young Investors: How Adoption of the Peak Accumulator Behaviors Leads to More Confident, Loyal and Profitable Customers, is based on the firm’s ongoing qualitative, quantitative, market sizing and competitive intelligence analysis. Findings are drawn from the Hearts & Wallets Investor Quant (IQ) research platform, the deepest and broadest single dataset on retail investor buying patterns and U.S. family finances. Read More→