Latest Report: Pain Points & Actions

Insights to Address Large Advice Gaps by Reaching Consumers With Unmet Needs

Grow your investment product business through a better understanding of market trends. Drive revenue and loyalty armed with knowledge about consumer attitudes to investment products.
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Transformative Edge with Integrated Software

Take product development from lackluster to blockbuster. Shape financial advice experiences with factual benchmarks. Make informed decisions with a deeper understanding of the retail U.S. investor and the marketplace. 

Leading financial services firms rely on Hearts & Wallets' three integrated datasets of quantitative, qualitative and marketplace execution for a competitive edge:

  • Broadest and deepest quantitative database of individual U.S. investor wants and buying patterns of 45,000+ U.S. investor households – overlaid with market sizing.
  • Qualitative insights into the voice of the consumer to identify emerging trends before others.
  • Comprehensive benchmarking of customer satisfaction, quality of advice and guidance, and marketplace execution.

Immediate Answers with Syndicated Research

Answer your most pressing questions today with Hearts & Wallets Syndicated Research. Tap into uncommon knowledge, responsiveness and technology for better bottom-line results.

  • Get started with a single report today! These qualitative, quantitative, market sizing and benchmarking reports deliver the data and insights you need now.  

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Become a Trends™ subscriber to obtain the most benefit with a steady flow of consumer-centric, competitive data and actionable insights. Immerse your organization in the full gamut of Hearts & Wallets data, exclusive briefings and much more. Learn more.

Products & Services

Inside Advice® Benchmarking

Leading financial services firms use Hearts & Wallets proprietary Inside Advice® methodology to enhance their advice experiences. This data-driven assessment compares each experience with 300+ benchmarks within the Hearts & Wallets Inside Advice® database to deliver easy-to-execute insights that can’t be found anywhere else. Validate funding, prioritize initiatives and clarify positioning. Communicate results with our Content Licensing options. Advice and guidance managers love Inside Advice® benchmarking.

Content Licensing

Drive your content marketing program with consumer and market financial statistics. Tap into three comprehensive datasets - consumer quantitative, qualitative and marketplace execution - that provide unparalleled breadth and depth on consumer finances, wants, buying patterns, satisfaction ratings and marketplace benchmarks.


"We love the (Hearts & Wallets) research, and honestly, I know there are good brains behind it, so there is never a question of integrity of data --"
Major diversified bank
"Inside Advice™ gives us the insights we need to enhance our experiences and improve advisor engagement --"
Broker-dealer bank

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