“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 high-net-worth and mass affluent investors and financial advisors across the United States – explores investor and advisor views of the value of investment advice and how it is delivered.
The 2022 research – released in three parts – explores the trends and gaps that have emerged between client expectations, advisor perceptions, and firm delivery capabilities in the “post”-COVID era.
- Download Part 1: Emerging Retirement Planning Gaps in a Post-Pandemic World looks at investor retirement expectations and how they have shifted due to the pandemic.
- Download Part 2: Improving the Digital Experience Through Simplification and Personalization examines the digital experience for both investors and advisors, particularly as it relates to adoption and satisfaction with existing tools.
- Download Part 3: Examining Risks and Opportunities for Wealth Managers in Cryptocurrencies and Cybersecurity gauges investor and advisor perspectives on, demand for, and satisfaction with cryptocurrencies – as well as attitudes toward cybersecurity.
Each paper summarizes important takeaways and provides action steps for wealth management firms and financial advisors to enhance the client value and experience with advisory solutions.
Want to learn more?
Listen to the MMI Webinar with Peter Keuls and Basel Raslan of Aon summarizing key findings from the 2022 research. For further information, please contact MMI at (646) 868-8500 or info@mminst.org.
