Publications

MMI-Aon Expectations and Experiences

Since 2020, MMI and Aon have partnered on an annual research study that explores the attitudes, behaviors, and experiences of individual investors and financial advisors in terms of the value of investment advice and how it is delivered. Our goal is uncover gaps between client expectations and firm delivery – and suggest ways to improve the value investors receive from advisory solutions. 

Detailed findings from the 2022 Expectations and Experiences research were released in a series of three reports.

2022 Advisory Solutions: Expectations and Experiences – Executive Summary
Tuesday, October 4, 2022
“Mind the gaps” is an apt warning when it comes to key findings in new research from MMI and Aon in the third year of their Advisory Solutions: Expectations and Experiences series. This flagship research study – based on proprietary surveys of both...
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2022 Advisory Solutions: Expectations and Experiences - Part 3: Risks and Opportunities for Wealth Managers in Cryptocurrencies and Cybersecurity
Thursday, August 25, 2022
New research from MMI and Aon in the third report of their 2022 Advisory Solutions: Expectations and Experiences series examines the risks and opportunities for wealth managers in cryptocurrencies and cybersecurity from the perspective of both...
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2022 Advisory Solutions: Expectations and Experiences - Part 2: Improving the Digital Experience Through Simplification and Personalization
Wednesday, August 10, 2022
New research from MMI and Aon in the second report of their 2022 Advisory Solutions: Expectations and Experiences series examines the digital experience through the lens of both the investor and the advisor. Based on surveys conducted in March 2022...
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2022 Advisory Solutions: Expectations and Experiences - Part 1: Emerging Retirement Planning Gaps in a Post-Pandemic World
Wednesday, July 27, 2022
Retirement planning is no longer what it used to be as COVID-19, geopolitical, and economic volatilities continue to disrupt livelihoods around the world. Post-pandemic investor attitudes and markets are also set to pose new challenges for wealth...
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2021 Advisory Solutions: Expectations and Experiences - Part 4: Firm-Provided Resources
Tuesday, October 19, 2021
Client and advisor expectations with respect to technology have been heightened during the pandemic – making the digital tools and resources that a firm provides critical to the satisfaction and engagement of both clients and advisors. Approximately...
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2021 Advisory Solutions: Expectations and Experiences - Part 3: Market Turbulence and the Shift Toward Financial Advice
Thursday, September 23, 2021
The future of financial planning is becoming digitized—and pandemic-induced behaviors are likely to persist. Our latest research insights—based on survey feedback from 1,500 investors and 1,405 financial advisors across the United States—identify...
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2021 Advisory Solutions: Expectations and Experiences - Part 2: Lessons from the Pandemic
Tuesday, August 17, 2021
The second paper in the 2021 four-part series—based on survey feedback from 1,500 investors and 1,405 financial advisors across the United States—identifies which aspects of pandemic-era wealth management should be retained and which could be...
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2021 Advisory Solutions: Expectations and Experiences - Part 1: Delivering Premium Advice
Wednesday, July 21, 2021
The first paper in the 2021 four-part series—which surveyed 1,500 investors and 1,405 financial advisors across the United States—unpacks the elements driving financial confidence and perceptions around quality financial planning among clients. ...
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2021 Advisory Solutions: Expectations and Experiences - Executive Summary
Tuesday, July 13, 2021
In this year’s four-part series, we explore the trends and gaps that have emerged between client expectations, advisor perceptions, and firm delivery capabilities in the COVID-era environment. We revisit year-over-year behavioral changes and client...
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2020 Advisory Solutions: Expectations and Experiences - Part 4: Profile of Today's Successful Financial Advisors
Friday, August 14, 2020
The fourth paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—explores the success profile of top-performing advisors. This topic takes on even more importance with many firms...
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