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Hearts & Wallets is a market research and benchmarking firm dedicated to the financial services industry. Our independent reports and advanced analytics bridge the gap between consumer behavior and the complexity of saving, investing and advice.
As consumers want more involvement in their investment decisions, and delegation has decreased to an all-time low, consumer appetite for "seeking input from various sources" has increased to an all-time high. Those who are blending advice from financial professionals and online sources, first research online and then validate with financial professionals. This report explores the reasons for these trends and potential strategies to match these behaviors. The report also looks at the activities consumers are doing online and what devices (mobile vs. computer) they are choosing for specific types of information.
The past year has many investors rethinking their plans. This report explores changes in target retirement ages; aspirations and reality for income replacement rates and the importance of advice; anticipated sources of retirement income for those approaching retirement compared to actual sources for those already retired; and a profile of the "Aspire to Retire by 55" group.
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At Hearts & Wallets, we believe the key to earning the right to manage more of people’s money is understanding what consumers want. These are the areas we track. Which are you interested in?
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Building an emergency fund has long been many Americans’ top saving and investing goal, according to Hearts & Wallets research....
Only one in five retirement savers, in the quiz by Hearts & Wallets, correctly identified passive investing...
In a survey, Hearts & Wallets examined consumer understanding of the language of investing, the connection to financial needs and behaviors, and the implications for advice, workplace retirement and asset management businesses....
Americans are tapping into multiple sources of advice and are less likely to rely on financial professionals to make investment decisions, according to recent research....
A new study from Hearts & Wallets reveals changing attitudes in the investment decision-making process, with an emphasis on taking more control of it....
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Inside Advice® Benchmarking
Get a customer’s-eye-view of your advice experiences. This easy and confidential benchmarking works for all types of advice, guidance and engagement experiences, drawing from 60,000 industry data points. See how your answers to important customer questions compare to the industry – from asset allocation, target college budgets, dates for retiring or starting Social Security, recommended savings amounts and more. Choose one of two options:
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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.
By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.