Investor Quantitative™ Database
IQ Timely Topic | Date: Sep 18, 2019
Understand the growth in inheritances and small funded trust accounts – both current and planned – and the unmet need for more family discussions on finance. Gain actionable insights on the demonstrable ability partner planning has to reduce worry.
IQ Insight Module | Date: Aug 27, 2019
Gain actionable analysis and greater visibility into money movement transaction dynamics both at their origin and destination for a full picture of opportunity and potential threats. This report covers new deposits in new accounts, cashouts, transfers and rollovers
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.
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.
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.
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.
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.
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.
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.
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.
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.