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Two firms appear to be dominating rollovers — Bank of America Merrill Lynch and Fidelity — each with a share of transactions from a 2017 sample more than double that of the closest competitors. That is according to a report that became available this week from Hearts & Wallets, which added new survey data to its working database that tracks investor behaviors. The ongoing survey includes about 5,500 participants....
(August 21, 2018, Rye, NY) – New money and new relationships are at the heart of money movement growth as younger and mass market households up their participation, according to a new report from Hearts & Wallets, the source for retail investor data and insights....
Uncertainty about an imminent stock market plunge can make for jittery investors—and a desire for assets that can be tapped more easily…. More consumers are starting to recognize “the tension between tax deferral and [money] accessibility, and they are balancing liquidity choices on a spectrum of checking/savings, taxable brokerage and goal-specific savings accounts,” according to a recent Hearts & Wallets study.
Investors largely don’t know who manages their funds, and view product providers as interchangeable, new research suggests. Many consumers couldn’t name a single asset manager when interviewed by Hearts & Wallets. And those who could consider them as essentially indistinguishable....
Fidelity Investments and Vanguard Group lead the way in new consumer brand awareness research, although a number of big fund groups appear to have a way to go in improving their brand presence among investors. A Hearts & Wallets study, published this week, reveals fund firms' “shareholder awareness score,” calculated as....
