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In the News
With $10T sitting in cash, how do you break through the “Double Confusion”? Simple products can encourage average Americans to increase equity exposure...
Investors should think about their goals before reviewing robo advisors, says Laura Varas, CEO and founder of Hearts & Wallets, a consumer data and research firm....
Some asset managers in recent years have devoted considerably more resources to the sales function, at a cost to marketing, says Laura Varas, CEO of data and research firm Hearts & Wallets....
The massive transfer of wealth from older to younger generations set to unfold in the coming years creates significant opportunities for asset managers to connect with financial advisors and end investors on the often-thorny subject of inheritance, a new Hearts & Wallets study suggests....
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....