Hearts & Wallets: The source for retail investor data & insights
Contact Us Subscriber Login
Hearts & Wallets: The source for retail investor data & insights
  • About
  • Solutions
    Overview Thought Leadership Reports Software & Data Customization Benchmarking & Consulting Consumer-Facing Content
  • Thought Leadership Reports
  • Use Cases
    Overview Strategy / Innovation Customer Experience / Segment Management Advice / Financial Planning Product Management / Development
  • News & Insights
    Latest Reports In the News Press Releases
  • Forgot Password?
Log In Sign Up

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.

SEE ALSO
REPORTS
REPORTS

Next Up ...

Wants & Pricing and Competitive Satisifaction
March 26 - 12:00 Noon EST/ 11:00 AM CT / 9 :00 AM PT

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.
RELATED REPORTS
Retirement & Funding: Ideas for Enhancing Advice as Income Sources Evolve and Target Dates Move Younger

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.
RELATED REPORTS
Winning with Savers Today : Innovations for Competitive Advantage as COVID-19 Changes Financial Behaviors

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.
RELATED REPORTS
Attitudes & Sentiment: COVID-19 as a Catalyst for Change in Saving, Investing and Advice Solutions

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.
RELATED REPORTS
Financial Fluency: What Consumer Understanding of the Language of Finance Means for Advice, Retirement and Asset Management:

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.
RELATED REPORTS
What Older Americans Want From Workplace Investing: Ideas for Improving Advice & Income Products

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.
RELATED REPORTS
New Needs & New Entrants: Strategic Moves for Next Generation Innovation in Robos & Advice

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.
RELATED REPORTS
Timely Topic Helping Consumers Navigate Diverse Situations as COVID-19 Evolves: Responses to Uncertainty, Job Loss and Need for Cash

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.
RELATED REPORTS
Portrait™ of U.S. Household Wealth: Sizing the Growing Opportunities with Women, Retirees Seeking Income and Emerging Savers

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.
RELATED REPORTS
Timely Topic Impact of COVID-19 on Saving, Investing and Advice: Executive Highlights from March 25-30 Tracking Data

Life After “Free”: Future of Pricing and Competitive Performance on Top Wants

Broadcast date: Mar, 2020
Get the latest on pricing trends, top consumer wants, and competitive performance, including firms that are Top Performers for consumer wants.
RELATED REPORTS
Wants & Pricing: Competition Heats Up as Consumers Seek Multi-Channel Access and Pricing Clarity

The Domino Effect: Multiple Pain Points, Seeking Help and Taking Action

Broadcast date: Feb, 2020
Understand the major pain points of different consumer groups, what they seek help and take action on, and how firms can support them.
RELATED REPORTS
Pain Points & Actions: How Helping on the Biggest Difficulties Can Unleash Multiple Consumer Actions

What Consumers Care Most About: Now vs. Later & Implications for Business Strategies

Broadcast date: Jan, 2020
Find out about the consumer mindset from a desire to address immediate goals to growing expectations to address student debt in workplace plans. Use learnings on evolving consumer concerns as inspiration for new products.
RELATED REPORTS
Attitudes and Sentiments: Consumer Beliefs to Guide Strategic Decisions and New Product Development

Solutions for Aging Well: From Real Estate to Elder Financial Care

Broadcast date: Dec, 2019
As the 75+ age segment grows, needs to support families grow as well. High interest in elder financial care shines a light on subscription vs. periodic pricing. Game plans for personal finance should include real estate.
RELATED REPORTS
Explore Concept Test: “Home Conversion Mortgage” aka Reverse Mortgage
Explore Concept Test: “Elder Financial Care” aka Periodic vs. Subscription Pricing

Establishing Investor Trust Today

Broadcast date: Oct, 2019
Learn how to improve low trust and further enhance high trust with findings from Hearts & Wallets' new analysis on trust drivers.
RELATED REPORTS
Trust Drivers 2019: Building Retail Investor Trust in the New Choice-Driven Marketplace

Over Their Heads and Holding Cash: Consumer Trends in Investment Products

Broadcast date: Sep, 2019
What can firms do to address the $10T in cash sitting on the sidelines? Learn about trends in investment products and awareness of asset managers.
RELATED REPORTS
Investment Products & Asset Managers: How a Mutual Fund Revival Can Overcome Confusion to Get Consumers Investing Again

Money Talks: Wealth Transfer, Family Discussions and Partner Planning

Broadcast date: Aug, 2019
Learn about growing trends in generosity for leaving inheritances, the level of comfort of different generations in talking about family finances, and the power of partner planning.
RELATED REPORTS
Wealth Transfer and Family Discussion: Growing Generosity, Desire to Discuss, and Benefits of Partner Planning for Retirement

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.
RELATED REPORTS
Money Movement: Tap into Consumer Motivations to Drive Trial and Transfers
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

Busting Robo Myths, Reducing Confusion and Increasing Trust

Broadcast date: Jun, 2019
Understand trends about wealthier Gen X and millennials who are using robo-advisors. Gain insights into two main negative results of consumer confusion, and learn how clear choice can lead to higher trust and more satisfied customers, even the willingness to pay more.
RELATED REPORTS
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

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.
RELATED REPORTS
Retirement & Funding: Mix it Up! Calling for Personalized Recipes Blending Part-time Work, Creative Approaches to Real Estate, and New Progress Me...
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

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.
RELATED REPORTS
Stores & Success Metrics: Redefining Success Measures in a Marketplace of Multiple Relationships and Lower Share of Wallet
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

Show Me the Money

Broadcast date: Mar, 2019
This briefing examines the working situations of Americans, especially gig households and their receptivity to advice. How Americans are saving, including emergency funds and their confusion about "cash" and liquid. The final topic focuses on tailoring saving solutions to the personal headwinds of consumers.
RELATED REPORTS
Income & Net Worth: Ideas to Drive Consumer-centric Innovation by Helping with Personal Headwinds

The Power of Love

Broadcast date: Feb, 2019
This briefing on Valentine's Day examines competitive insights and data to win the hearts of customers. Learn the most frequent wants of consumers, insights into Top Performer firms, and trends and misunderstandings in pricing.
RELATED REPORTS
Wants & Pricing: How Top Performers Crack the Code to Get Customer Wants Right 

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.
RELATED REPORTS
Portrait™ of U.S. Household Wealth: Market Volatility and the Enduring Value of Consumer Households
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

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.
RELATED REPORTS
Advice & Technology: Beyond Traditional Market Models, Receptivity to Professional Advice and the Mobile Payments Connection
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

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.
RELATED REPORTS
Inside Advice® Grid : Consumer Feedback on the Framework That Empowers Consumer Choice

Mind the Advice Gap

Broadcast date: Oct, 2018
Develop meaningful solutions and advice through better understanding of top consumer goals, pain points and advice gaps.
RELATED REPORTS
Attitudes & Sentiment: Goal-Centric Consumers, the Advisory Relationship and Dreams of Retirement

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.
RELATED REPORTS
Inside_Advice_2018_State_of_Advice_and_Guidance.pdf

Mission Possible: Making Investment Products Exciting Again

Broadcast date: Aug, 2018
Learn how to drive revenue and loyalty by increasing consumer awareness of investment products and by creating exciting products that engage investors.
RELATED REPORTS
Investment Products & Asset Managers: Building Product Relevancy Through Customer Insights
PRESS IN THE NEWS Privacy Policy Terms of Use ABOUT CONTACT US Subscriber Login
© 2021 HEARTS & WALLETS, LLC. ALL RIGHTS RESERVED
Email LinkedIn Twitter
Don't have an account?
SIGNUP
We'll never share your email with anyone else.
We'll never share your phone number with anyone else.
LOGIN

Forgot Password?
Change or reset your password.
Reminder

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.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

Reminder

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.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

Inquire

Feedback and Questions about this page

Got feedback for us? Have a question? Found a bug?

Let us know how to make this better for you!

A message is required