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In the News
According to Hearts & Wallets’ “Trust Drivers 2019: Building Retail Investor Trust in the New Choice-Driven Marketplace,” trust drivers have changed over the past decade in a marketplace experiencing pricing disruptions and an explosion of choice. Consequently, customers want to understand firm offerings and they want to be understood, the report emphasizes. ...
Pricing, commission and fees have little impact, but satisfying client-yearning for information ranks very high...
How do DIY investors decide what to invest in? “Consumers often believe they are self-directed, but closer analysis reveals a more complex reality,” says Laura Varas, chief executive and founder of Hearts & Wallets, a data and consulting firm. U.S. consumers find ideas in financial publications, online and also place their trust in advice from friends and family.
With $10T sitting in cash, how do you break through the “Double Confusion”? Simple products can encourage average Americans to increase equity exposure...
Investors should think about their goals before reviewing robo advisors, says Laura Varas, CEO and founder of Hearts & Wallets, a consumer data and research firm....