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A study by Hearts & Wallets on retail investors finds that the use of paid investment professionals is growing as a source of advice for consumers even as technology use continues to increase. The report, “Advice & Technology: Beyond Traditional Market Models, Receptivity to Professional Advice and Mobile Payments Connection,” suggests that consumers are less likely to “go solo” in their decision-making for saving and investing, and are using multiple sources of advice and information….
Mobile is fast becoming the preferred way for young people to consume financial information, and now threatens to upend how investors put their savings to work, according to a new report. For the first time since 2011, so-called “emerging career” investors — those between 21 and 27 years old — told Hearts & Wallets that they do more of their savings and investing activity via mobile device (68%) than on traditional computers (67%)....
The popularity of investment professionals is growing as fewer investors want to go it alone, according to Hearts & Wallets, a data resource and consulting firm based in Rye, N.Y....
New research from Hearts & Wallets reveals fewer consumers checking of ‘myself’ as the primary source of information and advice; A significant decline....
BNY Mellon is pursuing the state IRA market, and the firm recently made a deal with white-label plan provider Vestwell to handle the recordkeeping within a BNY-branded service...“Clearly they have a lot of really good pieces in place, both in terms of the solution they are describing as well as the distribution force to get it out into the marketplace,” says Laura Varas, principal of Hearts & Wallets, a Rye, N.Y.-based data and consulting firm.