News

Myth Buster: Self-Directed Investors Don’t Go it Alone; “General Contracting” Emerges as Key Behavior

Investors Seek More Advice Sources, Info and Technology in 2014

(Rye, NY) – Americans increasingly say they manage their own investments, or “self-direct” in 2014, but their behaviors contradict their words – they are rapidly escalating use of more investment advice and information sources, including technology, for a “general contracting” approach, according to the new study, Focus on Advice: Preference, Sources and Technology, by Hearts & Wallets, the preeminent financial research resource for understanding consumer savings and investing needs and behaviors.  Read More→

Three in Five U.S. Households Find Retirement Planning Difficult in 2014 – A New High

Big Question Is “When Will I Stop Full-Time Work?”

(Rye, NY) –  Three in five U.S. households say retirement planning, including how much to save for retirement, is more difficult in 2014 than in the past – marking a new high and a 10 percentage point jump from 2012, according to the new study, Engaging Investors: Reasons for Seeking Help and Taking Action, by Hearts & Wallets, the preeminent financial research resource for understanding consumer savings and investing needs and behaviors. Read More→

$3 Trillion DCIO Market Moves Into Next Phase as Managers Fight Strong Headwinds to Keep Sales Flowing In

The End of "Amateur Hour" Sharpens the Focus of DCIO Sales Efforts as Competitive Pressures Mount and More Managers See Net Redemptions

(Rye, NY) – “Amateur hour is over, we’re now fighting for every dollar,” this is how a defined contribution investment-only (DCIO) sales leader from a large global asset manager recently described the DCIO business to a Hearts & Wallets researcher. The DCIO market has changed    dramatically in recent years, and not for the better for the majority of asset managers. Hearts & Wallets explains these changes, who’s winning and losing as a result of them, and the steps asset managers are taking to enhance their business going forward in The State of DCIO Distribution: 2015—Resetting Expectations and Defining Success for DCIO 2.0—Hearts & Wallets’ latest in-depth examination of DCIO distribution benchmarks and strategy. Read More→