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.

2020 Advisory Solutions: Expectations and Experiences - Part 3: From Innovation to Adoption: Embedding Technology at the Heart of Wealth Management
Thursday, July 9, 2020
The third 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 role technology can play in advancing client-centric organizations. In fact, with virtual wealth...
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2020 Advisory Solutions: Expectations and Experiences - Part 2: Harnessing Generational Differences Across the Financial Planning Process
Thursday, June 18, 2020
The second paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—uncovers clients’ evolving expectations around financial planning. Amidst the COVID-19 pandemic, the challenge is...
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2020 Advisory Solutions: Expectations and Experiences - Part 1: The Significance of Personal Values in Wealth Management
Thursday, May 14, 2020
The first paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 financial advisors across the US—debunks persistent myths about client attitudes related to values-based investing in the wealth...
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2020 Advisory Solutions: Expectations and Experiences - Executive Summary
Wednesday, May 13, 2020
In 2020's four-part article series—based on a proprietary research program—we explore the gaps that have emerged between client expectations and firm delivery, and why these gaps are undermining client satisfaction as well as business performance.
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