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.
A first look at voice-of-the-customer data with our findings on two of the 2025 Explore Qualitative™ (EQ) modules. Our analysts share data and insights from the EQ Exercise "Approaches to Tariffs/Volatility" and the EQ Concept Test: “Premium Subscription for Advanced Investors."
Join us for a look at households in the $5M-<$10M market. We'll dive into a profile of those households, their buying patterns and advice experiences.
This briefing features our 2025 Portrait™of U.S. Household Wealth report, the foundation of all market sizing at Hearts & Wallets. We will cover the latest on the trends in America's household wealth to explore who controls the money and how much they have by age and asset cuts. Through examples, we will illustrate the power of market sizing. We'll also examine aspects of household finance.
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.
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.
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.
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.
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:
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:
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.
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:
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.
This briefing looks at which financial activities consumers find difficult, which consumer segments find specific activities difficult, and where the biggest advice gaps are.
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.
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.
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.
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.
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.