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Trends™ Subscriber Briefings

Briefings provide an opportunity to hear H&W analyst best thinking on competitive market data presented in Reports, accompanied by engaging animation and interactive discussion. Exclusively for Trends™ subscribers.

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Trends Subscriber Briefing: Portrait™ of U.S. Wealth and Household Finance

Friday, May 30, 12:00 noon ET / 11:00 AM CT / 9:00 AM PT
2025-2024 202320222021202020192018 All

Finances & Aging - Retirement and Elder Care

Broadcast date: Apr, 2025

Focused on finances and aging, our subject matter experts explore retirement planning, funding life as we age, and financial solutions to support aging loved ones.

Where the Money Is -- and Is Going

Broadcast date: Mar, 2025

This briefing focuses on household money movement between firms. Learn where consumers move money, amounts moved and reasons that inspire the moves. Our analysts will examine rollovers, transfer-of-assets (TOAs) and funding new accounts with new deposits.

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

Trends in Advice & Tech and Financial Actions

Broadcast date: Feb, 2025

Learn how U.S. households are using advice and technology for saving and investing advice and information. In this briefing we'll also look at the financial actions consumers are planning.

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

Customer Wants, Satisfaction Levels and HW Top Performer Firms

Broadcast date: Jan, 2025

Our annual examination of retail investor wants, satisfaction levels and industry competitive dynamics. This briefing and the associated report is one of our most highly anticipated topics of the year. In addition to customer wants and satisfaction, we also will review this year’s "Top Performer" firms, who set the bar across key competitive metrics measures in the eyes of customers.

RELATED REPORTS
Wants & Pricing 2025: Top Performer Firms and Attributes That Drive Satisfaction in the Customer Life Cycle

Top 10 Trends in Saving, Investing, and Advice for 2025

Broadcast date: Dec, 2024

Watch this briefing replay on market opportunities for advice and on the top 10 trends in saving, investing and advice for 2025. This briefing pulls data and learnings from H&W's three databases — Investor Quantitative™ Database, the Explore Qualitative™ Database and the Inside Advice® Database.
Select Top trends for 2025 include:

  • The convergence of banking and investing
  • More experimentation with AI
  • Packaged investment products enjoy renewed appreciation as a means of deliver advice to the mass market
  • As financial roles in intergenerational and blended families evolve, firms that envision and build for engaging families will excel.

Corporate Scorecards

Broadcast date: Nov, 2024

This briefing on 'Corporate Scorecards' examines key measures on how stores and asset managers are performing competitively. We look at the index scores, competitive rankings and YOY changes for the major players in the industry.  Metrics included: 

  • Corporate & Household penetration
  • Share of Assets & Share of Wallet
  • Primacy Rate & Advice Coverage Rate
  • Main Source of Retirement Advice
  • Crossover Ratios
  • Likelihood to Recommend, Likelihood to Invest More & H&W Loyalty Score
  • Trust
We create individual scorecards for all our clients.  This is a key resource to help you evaluate where you stand and identify strategic priorities. 

Changing Consumer Attitudes and Sentiment 2024

Broadcast date: Oct, 2024

This briefing will feature our 2024 Investor Quantitative™ (IQ) Database survey data. We will examine U.S. household current attitudes and behaviors relating to investing, and how goals and concerns have evolved in the face of declining inflation and increasing worldwide conflicts.

RELATED REPORTS
Attitudes & Sentiment 2024: Goals, Beliefs and Needs in an Era of Rising Financial Confidence

Investment Product Trends and the Competitive Landscape for Asset Managers

Broadcast date: Sep, 2024

This briefing focuses on how households are currently allocating their assets, and trends related to investment products used and the asset managers behind those products.

Highlights Include:

  • Competitive landscape for asset managers
  • Use of margin and options
  • The value of distributing proprietary products through your own store
  • ETFs, SMAs, Robos and Target date funds - who uses them and why?

Explore 2024 – Top Learnings from Hearts & Wallets Qualitative Research

Broadcast date: Aug, 2024

This briefing covers our first look at our Explore 2024 qualitative research where we'll examine a concept test on “In-Plan Retirement Income Solutions” and an exercise on advice categorie combinations.

Biggest Financial Pain Points and Advice Gaps

Broadcast date: Jun, 2024

This briefing looks at which financial activities consumers find difficult, which consumer segments find specific activities difficult, and where the biggest advice gaps are.

RELATED REPORTS
Pain Points & Actions: Today’s Top Advice Gaps & the Customer Loyalty Connection

U.S. Household Wealth and the Power of Market Sizing

Broadcast date: May, 2024

This briefing features our 2024 Portrait™of U.S. Household Wealth report, the foundation of all market sizing at Hearts & Wallets. Covering the latest on the trends in America's household wealth you will learn who controls the money and how much they have by age and asset cuts. Through examples, we will illustrate the power of market sizing.

RELATED REPORTS
Portrait™ of U.S. Household Wealth 2024: Sizing the Growth Prospects for Older Households and Categories of Advice

Who's Winning in Share of Wallet and Other Key Success Metrics

Broadcast date: Apr, 2024

This briefing is based on our 2024 Stores and Success Metrics report and looks at consumer relationships with their stores, and which stores are on the leader board for household penetration, share of wallet, share of assets, and trust.

RELATED REPORTS
Stores & Success Metrics 2024: As Banks Acquire Relationships, the Race for Primacy and Loyalty Is On

Getting Real About Retirement

Broadcast date: Mar, 2024

This Trends™ Subscriber briefing covers the realities of retirement. Drawing from all three of our databases it includes an analysis on the size of the retirement market, a qualitative look at retirement reality vs. expectations, and a competitive review of retirement calculators.

RELATED REPORTS
Getting Real About Retirement: Breaking Through with Better Solutions for “Chunk or Nothing” Spending, Work & Real Estate

Top Customer Wants, Top Performer Firms and Lasting Pricing Trends

Broadcast date: Feb, 2024

Listen to our annual review of what customers want from the stores they do business with, how satisfied they are with these stores, and evolving trends in pricing. Wants and Pricing is one of our most highly anticipated reports of the year, and this briefing highlights this year's most important findings, including a review of this year’s "Top Performer" firms — those that set the bar across key competitive metrics.

RELATED REPORTS
Wants & Pricing 2024: Top Performer Firms and Opportunities for Competitors to Differentiate in Biggest Satisfaction Gaps

Competitive Awareness and Trial of New Offerings

Broadcast date: Jan, 2024

This briefing examines the top fintech and robo offerings from both new entrants and traditional firms.  We look at awareness levels, trials and the amount of money being invested in the various advice solutions in order to understand the marketplace and how fintech is impacting the broader wealth, retirement and banking industry.

RELATED REPORTS
New Entrants & Offerings: How “Cash,” Crypto & Lending Are Changing the Competitive Landscape on Awareness, Trial & Conversion ...
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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

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