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In the News
A Hearts & Wallets study, highlights the fact that while people leaving an inheritance might want to talk about it more than they have already, beneficiaries can be reluctant to raise the topic for fear of seeming greedy—although they’d like to know more about what lies ahead....
While families recognize unmet needs in discussing family wealth, they see a positive impact in "partner-planning." New research from Hearts & Wallets Investor Quantitative Database reveals the latest trends in wealth transfer...
When you’re not quite sure where life might take you — or what you’ll need your money to do for you — you want flexibility. That might be one reason why more Americans are turning to the old-school brokerage account....
Over 40% of U.S. investors said they had a brokerage account in 2018, compared to 31% in 2012, according to a May 2019 report from investment data research firm Hearts & Wallets....
The top reason investors say they move money from 401k plans and other accounts is to “simplify their finances,” according to a new Hearts & Wallets report...