An independent data, market intelligence and benchmarking firm dedicated to the financial services industry.

Attitudes & Sentiments 2024 is our annual look at U.S. household attitudes and behaviors relating to saving and investing, and how goals and concerns have evolved in the past year.

Take a look at the continued growth of brokerage accounts in U.S. households, and how margin lending and option trading serve as revenue sources now that stock and ETF trades are free. We also examine household asset allocation in light of how managed products are playing a bigger role for many investors. Additionally, we explore which investment managers are leading the industry given the challenges and opportunities they face.

Hosted by CAPTRUST’s Defined Contribution Practice Leaders, this discussion with Laura Varas breaks down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices.

Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we explore timely and relevant topics related to plan design, fiduciary process, vendor management, investment oversight, and participant engagement.

Over 70% of Hearts & Wallets subscribers experienced positive net flows in 2022. This compared to just 30% of non-subscribers. Consider a Hearts & Wallets Trends™ subscription to help your organization build customer, product and distribution strategies to support asset growth.

Source: Investor Quantitative Database, 2023, encompassing 6,000 consumers, 15,000 store relationships, and 8,300 completed and anticipated money movement transactions.