Reports

Find the Reports that apply Hearts & Wallets' best thinking to whatever you are working on. Choose IQ Reports from the Investor Quantitative™ Database, EQ Reports from Explore Qualitative™ Series, State of Advice & Guidance Report from Inside Advice® Benchmarking, or Portrait of U.S. Household Wealth Report. 

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Portrait™ Market Sizing

Portrait™ of U.S. Household Wealth: Market Volatility and the Enduring Value of Consumer Households

Date: Feb 26, 2019
The Portrait Grid™ is the foundation for sizing your opportunities. The highly sought-after Portrait™ report is Hearts & Wallets' annual market sizing study. Gain actionable estimates of households and investable assets for the addressable U.S. retail investor market. Size by lifestage and generation, or with fact-based sizing exercises on personal advice shoppers.

Explore Qualitative™ Series

Explore Exercise: Motivations to Move Cash into Investments

EQ Exercise | Date: Mar 26, 2019
Older, affluent consumers share their six top reasons to hold cash and the factors that could motivate them to invest. This research includes consumers who are shopping for advice with groups segmented by based on their interest and involvement in managing their finances and the depth of personal financial advice they sought.

Explore Concept Test: "Financial Advice Menu" and Pricing

EQ Concept Test | Date: Mar 18, 2019
This Explore Qualitative™ (EQ) Report explores how investors want to access and pay for various pieces of financial advice and service. It is a Report within the Explore Qualitative™ Series Shopping for Advice On Aging Gracefully and applies the segmentation Desired Scope and Service Ranges on Inside Advice® Grid to consumers ages 53-70 with >$500K investable assets (>$250K outside workplace) and who are actively involved in money movement.

Explore Qualitative™ Accumulators: Talking Finance With Friends: Insights into Disruptive Trends in Savings, Digital Advice and Asset Management

Date: Jul 19, 2018
Gain insight into how friends influence investing decisions and use of social technology for investing and saving ideas. Learn how asset managers can gain relevance. Tap into disruptive trends with product concept tests on savings and digital advice.

Inside Advice® Benchmarking

State of Advice & Guidance: Actionable and Integrated Advice

Date: Jan 29, 2019
Hearts & Wallets Inside Advice® Benchmarking report, State of Advice & Guidance 2018, delivers insights and data to enhance advice experiences and understand the competitive landscape through the Top Ten Trends and the latest best practices in advice and guidance.

Investor Quantitative™ Database

NEW Inside Advice® Grid: Consumer Feedback on the Framework That Empowers Consumer Choice

IQ Timely Topic | Date: Jun 24, 2019
THIS REPORT IS EXCLUSIVELY FOR TREND SUBSCRIBERS. Today, consumers struggle to understand the differences between personal finance advice and guidance experiences and how to compare features and pricing. This report provides an overview of Inside Advice® Grid, an innovative framework that explains personal finance advice and guidance options based on market facts and reveals how consumers in more robust categories are more satisfied and willing to pay more.

NEW Retirement & Funding Mix it Up! Calling for Personalized Recipes Blending Part-time Work, Creative Approaches to Real Estate, and New Progress Measures

IQ Insight Module | Date: Jun 25, 2019
Understand changing consumer visions and realities about retirement – from work to retirement income streams. Gain insights about employer-sponsored retirement plan trends and financial progress metrics.

Stores & Success Metrics: Redefining Success Measures in a Marketplace of Multiple Relationships and Lower Share of Wallet

IQ Insight Module | Date: Jun 12, 2019
Consumers are trying more stores with a resulting industry-wide decrease of share of wallet. Learn about Top Performer firms in success metrics meaningful to consumers, including trust, intent to recommend and intent to invest more.

Income & Net Worth: Ideas to Drive Consumer-centric Innovation by Helping with Personal Headwinds

IQ Insight Module | Date: May 1, 2019
Gain insights into employment growth for second-income earners as well as gig economy workers, who are especially receptive to advice. Get the big picture on the household wallet -- from saving and investing to real estate by region. Understand four important personal headwinds for consumers to help tailor saving solutions.

Wants & Pricing: How Top Performers Crack the Code to Get Customer Wants Right

IQ Insight Module | Date: Apr 9, 2019
Gain competitive insights into Top Performer firms and how they satisfy the wants of their customers. Understand the 6 most frequent wants of customers nationally, which must be met as a foundation for the differentiated wants of your customer base. Learn about continued consumer misunderstanding about pricing and the latest pricing trends.

Advice & Technology: Beyond Traditional Market Models, Receptivity to Professional Advice and the Mobile Payments Connection

IQ Insight Module | Date: Dec 11, 2018
Traditional models of "Self-Directed" investors don't tell the full story. A closer examination of crossing preference by behaviors reveals consumers are relying less on themselves and using more sources of advice. Learn which sources are growing and with which groups of consumers.

Attitudes & Sentiment: Goal-Centric Consumers, the Advisory Relationship and Dreams of Retirement

IQ Insight Module | Date: Nov 14, 2018
Consumers have multiple goals with retirement coming back into focus. This report provides key insights into consumer attitudes and sentiment to shape financial products, advice and messaging.

Pain Points & Actions: Insights to Address Large Advice Gaps by Reaching Consumers With Unmet Needs

IQ Insight Module | Date: Oct 16, 2018
Many consumers who find a financial task difficult don’t seek help, creating large advice gaps. Understand the pain points of consumers and how to shape solutions for their unmet needs. Gain insights on actions taken and planned, and the buying patterns for specific financial firms.

Investment Products & Asset Managers: Building Product Relevancy Through Customer Insights

IQ Insight Module | Date: Sep 18, 2018
Develop vibrant investment products that inspire consumers to remember the products they own. Learn about awareness and ownership of investment products and asset allocation for U.S. consumer groups. Gain insights into awareness of asset manager firms and the growing use of online brokerage.

Money Movement: Insights to Outsmart the Competition as New Accounts are on the Rise

IQ Insight Module | Date: Aug 21, 2018
Hone competitive strategies and product development with a multidimensional view of money movement. Go beyond firm proprietary system data to gain greater visibility into transaction number and activity – both completed and being considered – for new and existing relationships. Identify transaction movement sources and destinations, amounts, timing and motivating factors by firm.

Timely Topic: Active vs. Passive and Impact Investing

IQ Timely Topic | Date: Oct 24, 2017
Identify the latest trends around active and passive investing, the consumers who see the most value in active management and why. This report also identifies profiled targets of consumers based on their allocation to active or passive, types of impact investments owned and which ones they are likely to own in the future.