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Trends™ Subscriber Briefings

Stretch your thinking with fast-paced Subscriber Briefings. Available to Trends™ Subscribers, these thought-provoking, live discussions of 3 big ideas emerging from our latest research are presented by Hearts & Wallets Subject Matter Experts (SMEs) and feature an engaging, moderated Idea Exchange, which allows participants to anonymously share insights from across the industry. Access recent replays for insights to achieve your objectives.

NEW Retirement Resurgence and What It Means for Your Firm: Younger Target Dates, More Income Sources and the Value of Advice

Broadcast date: Feb, 2021
The past year has many investors rethinking their plans. This briefing explores changes in target retirement ages, a profile of the "Aspire to Retire by 55" group, aspirations and reality for income replacement rates and the importance of advice. It also looks closely at anticipated sources of retirement income for those approaching retirement compared to actual sources for those already retired. This briefing will be especially helpful to people working on workplace advice, institutional retirement plans, IRA or rollover product management and financial planning.

NEW The Evolving Way Consumers Are Engaging with Investment Information and Advice and the Role of Technology

Broadcast date: Jan, 2021
As consumers want more involvement in their investment decisions, and delegation has decreased to an all-time low, appetite for “seeking input from various sources” has increased to an all-time high. This briefing explores the reasons for these trends and potential strategies to match these behaviors. It also looks at what type activities consumers are doing online and what devices (mobile vs. computer) they are choosing for specific types of information. For example, in 2020, engagement with online planning tools and calculators declined at the same time we are experiencing a rise in use of mobile across the board.

NEW New Financial Actions Sparked by COVID-19 and the Competitive Environment for Capturing Savers

Broadcast date: Dec, 2020
COVID-19 has resulted in increased financial actions by consumers – and savings is on the top of the list for many. This briefing looks at who is taking action, what they are doing, the wants and goals for the various segments of savers, and which firms are best positioned to capture the flows.

NEW How Consumers Are Weathering the Storm: Changes in Attitude and Sentiment After the COVID Shock

Broadcast date: Nov, 2020
This briefing explores the impact COVID has had on consumer attitudes and sentiment toward saving, investing and advice. Specifically, who is and who is not experiencing a return to normalcy post COVID shock; how goals across ALL segments of the population have changed; the biggest consumer concerns moving forward; and how attitudes towards advice & guidance, packaged products and simple savings products have changed. This briefing will be of particular interest to those who work on advice & guidance, cash management, prioritization of investor goals and life events including job loss.

NEW How Lack of Financial Fluency Underscores the Need for Advice and Packaged Solutions

Broadcast date: Oct, 2020
This briefing explores the state of financial fluency among today's investors. Learn who understands the language of investing and who doesn't. How retirement plan participants stack up and the implications of confusion for the industry. This briefing is of particular interest to those working on retirement, segmentation, advice and guidance, and tax optimization.

NEW How Workplace Advice Is Failing Older Americans & What To Do About It

Broadcast date: Sep, 2020
This briefing is particularly relevant to those who work on advice, retirement, retirement income, rollover and client experience for older consumers. This briefing explores why workplace advice isn't working for consumers 55+, those consumers' specific wants relating to advice, and the advantages of combining in-plan income solutions with retail advice.

Disruptive Needs and the Evolving Competitive Landscape

Broadcast date: Aug, 2020
Learn the latest in how consumers are blending online and live advice. This briefing provides new data on consumer awareness and trial of new entrants and insights into what consumers really want from these new offerings – today and in the future. Understand what resonates with younger vs. older consumers and households with different asset levels. You'll come away with insights into the range of service models and ideas about pricing.

Consumer Needs in the Era of COVID-19: Generating Cash, Taking Action and Seeking Advice

Broadcast date: Jun, 2020
Understand the continuing impact of COVID-19 to saving, investing and advice behaviors as well as health and employment changes with just-fielded data from our May tracking supplement, which connects to core fields from Investor Quantitative™ Database. Learn about growing consumer disengagement with financial goals, the ways consumers are generating cash, and how the pandemic is changing consumer behavior.

Sizing the Present: Historical Context and Future Trends

Broadcast date: May, 2020
This briefing provides an overview of U.S. market sizing and opportunities based on an 8- and 2-year lookback as well as current and future growth trends. Get new insights on the dramatic differences in how women see their roles in financial decision-making vs. men in partnered/married households. The broadcast also includes a preview of our COVID-19 #2 tracking supplement, which highlights growing consumer needs to support their saving, investing and spending.

How the COVID-19 Crisis is Impacting Saving, Investing and Advice

Broadcast date: Apr, 2020
Understand dramatic changes in how Americans save, spend, invest and seek advice in the context of the COVID-19 crisis. This briefing shares new data from our March 2020 supplement to the annual wave of the Investor Quantitative™ Database to inform decision-making in a rapidly changing environment.

Easy and Beyond: Trends in Trial, Rollover and Advice

Broadcast date: Jul, 2019
Understand money movement opportunities and the competitive landscape at the transaction level. "To simplify my finances" is the No. 1 influencing factor. Easy, however, has very different requirements depending on the consumer group that is moving money.

What Do Domino’s Pizza and Workplace Retirement Plans Have in Common?

Broadcast date: May, 2019
Retirement income will be highly personalized and involve part-time work and creative uses of real estate. Learn how current and future retirees envision their income streams. Gain insight into the trend of higher engagement in workplace retirement programs at the same time that saving to such programs is down.

Shop Around: Secrets of Success

Broadcast date: Apr, 2019
Consumers are shopping around, which results in lower share of wallet for leading financial services retail firms. Learn about trust drivers that can increase share of wallet, intent to invest and intent to recommend. Get competitive buying pattern insights on Top Performer firms and success metrics relevant to consumers.

Market Sizing and 7 Factors Driving Advice Buying During Change

Broadcast date: Jan, 2019
Master market sizing with the Portrait Grid™ and tap into the power of consumer relationships, which are more durable than assets. Combine sizing insights with key learnings on the 7 factors driving today's older advice shoppers and consumers verbatims on how they want to pay for advice.

Ringing in the New Year with Tech and Advice Insights

Broadcast date: Dec, 2018
Gain insight into the most important trends into sources of advice and information -- from the growing use of Paid Investment Professionals, the growth of online and especially mobile, and the link between comfort in mobile payments and investing behaviors.

Delivering on the Full Promise of Advice and Guidance

Broadcast date: Nov, 2018
Expand relationships with existing customers, attract younger consumers, and build out advice experience offerings with the Inside Advice® Grid, a clear, consistent advice and guidance choice architecture. Ask Hearts & Wallets Relationship Managers to learn more about advice and guidance assessments that can drive your business forward.

The Good, the Bad and the Ways to Create Better Advice Experiences

Broadcast date: Sep, 2018
Enhance your advice and guidance experiences with a better understanding of what it takes to create leading advice experiences for all types of experiences. Spark innovation with insights from the forward-looking Top Ten Trends and Best Practices, derived from Hearts & Wallets qualitative and quantitative data on consumer insights and Inside Advice® marketplace execution.