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....“It’s a really positive development for consumers, because consumers have a strong preference to keep control of the money they’ve saved in their workplace plans when they are no longer at the employers,” says Laura Varas, principal of Hearts & Wallets….
Even when financial tasks are difficult, individuals often do not seek professional help, suggests a report from Hearts & Wallets. The report, “Pain Points & Actions: Insights to Address Large Advice Gaps by Reaching Consumers with Unmet Needs,” is an insight module drawn from the latest survey of the more than 46,000 U.S. households in the Hearts & Wallets Investor Quantitative Database....
More than half of working Americans struggle to figure out the year they can target for retirement or what investments to pick. Yet only 9% of those who have a hard time determining a target date sought help, according to a recent Hearts & Wallets survey....
Scary finances? Run away. That's the consensus of Americans surveyed in a report from Hearts & Wallets, which studies U.S. retail investors. The study uses data about consumer attitudes, behaviors and buying patterns of more than 5,400 U.S. households....
The vast majority of consumers who find a financial task difficult don’t seek help. This opens up a gap for financial advice, according to a report from Hearts & Wallets. The report,“Pain Points & Actions: Insights to Address Large Advice Gaps by Reaching Consumers with Unmet Needs,” reveals the most pressing pain points different groups of consumers face….
