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Financial Planning Research Roundup: March 2022

Cara Woodland April 1, 2022

January 2021 Financial Planning Research Roundup

1. US Wealth Management: A Growth Agenda for the Coming Decade – McKinsey & Company

Rapid technological advancement, evolving consumer needs, and economic stimulus all contribute to optimistic conditions in the wealth management industry. Firms have to prioritize growth, innovate, and be prepared to reallocate resources to thrive in this environment. Access the report here to get McKinsey & Co’s guide for the future of wealth management.

2. Global M&A Report 2022: What the Best Companies Did to Win in a White-hot Market – Bain & Company

After a down year in 2020, last year saw record-breaking M&A activity. Total M&A deal values hit all-time highs of $5.9 trillion in 2021. Companies were motivated to acquire transformative capabilities and remain competitive. See Bain & Company’s fourth annual global M&A report to learn more.

3. U.S. RIA Marketplace 2021: Meeting the Demand for Advice – Cerulli Associates

The landscape is changing for RIAs—they’re experiencing differentiation dilution, sparking a potential expansion of services. A number of trends are causing RIAs to reevaluate their position in the marketplace, including a convergence of business models, the wealth transfer, investor influences, and more. Access the report here to learn more.

4. 2022 Consumer Investment Trends and the Role of the Advisor – eMoney

Among the findings of this nationally representative survey were that 43 percent of Americans hold some amount of cryptocurrency, pointing to the rapidly rising popularity of digital assets. Also, 35 percent of respondents don’t have any investments at all. The survey revealed a number of trends financial professionals should know to serve clients in the age of DIY.

Stay tuned for next month’s financial planning research roundup!

About the Author

Cara Woodland is the Director of User Experience Research at eMoney. She helps the organization understand the wealth, financial advisor and financial technology marketplace in order help them be more customer centric in their decision making. She focuses on research related to customer experience, marketing, branding, new products and competitive intelligence. Prior to joining eMoney Advisor, Cara spent over 10 years consulting with Fortune 500 companies in market research, innovation and product development. In addition, she also has practical client-side experience within the finance and banking industry in developing marketing, front-end innovation and customer engagement programs. Cara graduated with a degree in Marketing Management from Virginia Tech and is a Certified Financial Marketing Professional. In addition, she is a frequent speaker and author on the topics of innovation, market research, creativity, communication and marketing strategy for colleges, professional associations and corporations.

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Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.