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Hearts & Wallets is a market research and benchmarking firm dedicated to the financial services industry. Our independent reports and advanced analytics bridge the gap between consumer behavior and the complexity of saving, investing and advice.
The language of investing is complex. Despite all the efforts within the industry to simplify it and make investing concepts more easily understood, we are failing. Investors are still confused - 81% of consumers lack financial fluency. This report looks at the language of investing, who does and does not understand it, how workplace plan participants are particularly challenged and the implications of confusion.
The Hearts & Wallets Attitudes & Sentiment report annually tracks key consumer sentiments, goals, concerns and attitudes that are relevant to financial services firms and their strategic decisions. This year, we examine the impact of COVID-19 – how the initial shock and ongoing reactions have changed the consumer mindset and what it means for savings, investing and advice solutions. One in 3 consumers says “the COVID-19 crisis has changed my attitudes towards saving and investing,” with implications for investment solutions, banking and advice.
Join the dialogue on how Americans can respond financially to COVID-19.
See more about your customers and the market. Tap into our current data and expertise for timely, efficient answers. Use data that’s built for your business.
At Hearts & Wallets, we believe the key to earning the right to manage more of people’s money is understanding what consumers want. These are the areas we track. Which are you interested in?
See how our comprehensive resources apply to your needs. Choose Use Cases to see applications by function, Desired Outcomes to see results, or Interest Areas to browse topics.
"We can get good, thoughtful answers from you quickly without having to do any additional research, and you cover all the topics we’re interested in."
"It’s kind of amazing you’ve already analyzed all the things we’re thinking about."
"Hearts & Wallets brings an understanding of the consumer mindset to the forefront of business decisions, and give us a heads up on emerging trends."
The majority of U.S. households, even those that save and invest diligently, place the bulk of their investible assets in tax-deferred retirement accounts and bank accounts, while ignoring 'middle liquidity' options, the report published by Hearts & Wallets notes....
A new study from the financial research and benchmarking firm Hearts & Wallets identifies key goals and needs for saver segments; Where is the lonely middles in the Liquidity Spectrum?...
Get this: according to a recent study by Hearts & Wallets, 1 in 3 Americans say COVID-19 has changed their attitudes to saving, investing and advice, ranging from increasing anxiety levels to greater receptivity to financial advice....
Investors, including those new to investing, look for robos that do more than just help them with asset allocation, Varas says....
Laura Varas, chief executive officer of Hearts & Wallets, thinks non-retirement savings need to be prioritized, too....
Selected Reports for specific topics. See current reports here.
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Inside Advice® Benchmarking
Get a customer’s-eye-view of your advice experiences. This easy and confidential benchmarking works for all types of advice, guidance and engagement experiences, drawing from 60,000 industry data points. See how your answers to important customer questions compare to the industry – from asset allocation, target college budgets, dates for retiring or starting Social Security, recommended savings amounts and more. Choose one of two options:
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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.
By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.
Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.
By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.