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IQ™ DATABASE

120M

Data points on competitive buying patterns

INSIDE ADVICE^® DATABASE

60K

Benchmarks on advice and guidance experiences

EQ™ DATABASE

Curated consumer stories on emerging products and services

NEW REPORT

Money Movement: Consumer & Competitive Buying Patterns in Rollover, Transfers, New Accounts & Trial

This ground-breaking report, exclusively available for Hearts & Wallets Trends™ subscribers, analyzes customer-reported transactions to reveal competitive dynamics in money movement.

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NEW REPORT

Advice, Technology & Actions: Engagement with Human and Digital Influences and the Connection to Outcomes

This report tracks how U.S. households are using advice and technology for saving and investing advice and information.

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PODCAST

One of the nation's largest RIAs, CAPTRUST, hosts "Revamping Retirement" Podcast Featuring H&W CEO Laura Varas

Hosted by CAPTRUST’s Defined Contribution Practice Leaders, this discussion with Laura Varas breaks down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices.

Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement.

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Why H&W?

"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."

SVP, Research & Consumer Insights

Major diversified bank

Customers of long-term Hearts & Wallets Trends™ subscribers are 70% more likely to use those firms as their primary firm ^[1]

Consider a Hearts & Wallets Trends™ subscription to help your organization build customer, product and distribution strategies to support asset growth.

"Rarely does any content that I’ve read over the years reach the level of sophistication and credibility that Hearts & Wallets produces."

Client Experience Manager

Major Diversified Firm

Average share of wallet at long-term Hearts & Wallets Trends™ subscribers is 36% higher than non-subscribers ^[1]

Find out how a Hearts & Wallets Trends™ subscription can grow your average share of wallet.

"Inside Advice^® gives us the insights we need to enhance our experiences and improve advisor engagement."

SVP Advice

Broker-Dealer Bank

Hearts & Wallets Trends™ subscribers Are 2.5x More Likely To Be In Positive Net Flows Than Non-Subscribers ^[2]

Over 70% of Hearts & Wallets Trends™ subscribers experienced positive net flows in 2022. This compared to just 30% of non-subscribers. Consider a Hearts & Wallets Trends™ subscription to help your organization build customer, product and distribution strategies to support asset growth.

Note: Inside Advice^® Benchmarking methodology, terminology, processes and artwork, including Inside Advice^® Grid, are Proprietary & Confidential to Hearts & Wallets.

[1] Long-term Hearts & Wallets subscribers are those that have subscribed since 2017 or earlier. The average primacy rate for these firms is 58%. The average primacy rate for all other stores is 33%. Source: Investor Quantitative™ Database 2023, encompassing 6,000 households, 15,000 store relationships, and 8,300 completed and anticipated money movement transactions.

[2] Source: Investor Quantitative™ Database 2023, encompassing 6,000 households, 15,000 store relationships, and 8,300 completed and anticipated money movement transactions.