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One in five consumers can’t name the investment products they own or the firms behind them, according to new Hearts & Wallets research. A new report by Hearts & Wallets — Investment Products & Asset Managers: Building Product Relevancy Through Consumer Insights — analyzes consumer awareness and ownership of investment products along with awareness of asset allocation and asset managers….
“Helping consumers become more aware of product ownership can give them more control of their financial future, and really, increase their overall financial literacy,” says Laura Varas, CEO and founder of Hearts & Wallet.
As consumers struggle with basic awareness about investment product ownership, Fidelity and Vanguard stand out for consumers who know the products they own and the firms who make them in a new report from Hearts & Wallets, the source for retail investor data and insights....
Two firms appear to be dominating rollovers — Bank of America Merrill Lynch and Fidelity — each with a share of transactions from a 2017 sample more than double that of the closest competitors. That is according to a report that became available this week from Hearts & Wallets, which added new survey data to its working database that tracks investor behaviors. The ongoing survey includes about 5,500 participants....
(August 21, 2018, Rye, NY) – New money and new relationships are at the heart of money movement growth as younger and mass market households up their participation, according to a new report from Hearts & Wallets, the source for retail investor data and insights....
