Learn about growth in money movement and the coming consolidation of financial services firms used by U.S. households. We examine money movement volume by dollars, transactions and types for rollovers, transfer-of-assets (TOAs) and funding new accounts with new deposits. Our analysts will also analyze motivating factors as well as sources and destinations of money movement.

Our annual examination of the Stores and Success Metrics report. We discuss the trend of consumers consolidating relationships among their stores, and key success metrics, including stores leading in household reach, share of wallet, share of assets, trust and more.

Understand how high product awareness translates into competitive opportunities in brokerage and managed products. This annual analysis looks at current portfolio allocations to specific investment products, trends in brokerage accounts, and awareness of the asset managers behind investment products.

Our annual examination of the attitudes and sentiment of U.S. households. This briefing features a first look at our 2025 Investor Quantitative™ (IQ) fielding data.

A first look at voice-of-the-customer data with our findings on two of the 2025 Explore Qualitative™ (EQ) modules. Our analysts share data and insights from the EQ Exercise "Approaches to Tariffs/Volatility" and the EQ Concept Test: “Premium Subscription for Advanced Investors."

Join us for a look at households in the $5M-<$10M market. We'll dive into a profile of those households, their buying patterns and advice experiences.

This briefing features our 2025 Portrait™of U.S. Household Wealth report, the foundation of all market sizing at Hearts & Wallets. We will cover the latest on the trends in America's household wealth to explore who controls the money and how much they have by age and asset cuts. Through examples, we will illustrate the power of market sizing. We'll also examine aspects of household finance.

Focused on finances and aging, our subject matter experts explore retirement planning, funding life as we age, and financial solutions to support aging loved ones.

This briefing focuses on household money movement between firms. Learn where consumers move money, amounts moved and reasons that inspire the moves. Our analysts will examine rollovers, transfer-of-assets (TOAs) and funding new accounts with new deposits.

Learn how U.S. households are using advice and technology for saving and investing advice and information. In this briefing we'll also look at the financial actions consumers are planning.

Our annual examination of retail investor wants, satisfaction levels and industry competitive dynamics. This briefing and the associated report is one of our most highly anticipated topics of the year. In addition to customer wants and satisfaction, we also will review this year’s "Top Performer" firms, who set the bar across key competitive metrics measures in the eyes of customers.