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IQ™ DATABASE

135M

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

Stores & Success Metrics 2025: Leaders in the Consolidating Wealth & Retirement Market

This annual report examines firms where consumers have saving and investing accounts, which H&W refers to as stores, as well as lending and insurance accounts at these institutions. The Stores & Success Metrics module of the Investor Quantitative™ (IQ™) Database covers industry-level buying patterns, including reach into U.S. households for the top 50+ stores. Account types, primacy, customer-reported experience categories, relationship length, share of wallet, asset share, intent to invest more, likelihood to recommend, Hearts & Wallets loyalty score and trust are presented for top stores.

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Tiburon 2025

Visualization of U.S. Wealth Market Size

H&W CEO and Founder Laura Varas discusses wealth market data visualization during her Tiburon Talk.

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NEW REPORT

Investment Products & Asset Managers 2025: Surging Awareness Creates New Competitive Opportunities in Brokerage and Managed Products

This annual report examines competitive consumer buying behaviors in saving and investing products, online brokerage and leading fund families. The Investment Products & Asset Managers module of the Investor Quantitative™ (IQ™) Database covers portfolio allocation by product and asset class, activity in ETFs/stock trades, option trades, margin lending and crypto as well as competitive metrics for leading asset managers.

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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.