October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.

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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Back to All Articles

Explore Our Categories

eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

READ NOW

Financial Planning Research Roundup: May 2022

Cara Woodland June 2, 2022

May 2022 financial planning research roundup

Last month crypto assets once again grabbed headlines as U.S. legislation promises to provide clarity in the industry—and just in time, as almost all advisors fielded some questions from clients about crypto assets in the last year. In other news, FINRA released their annual industry snapshot, and new financial wellness research uncovered the vital role of retirement advisors in employee wellness.

1. 2022 FINRA Industry Snapshot – FINRA

FINRA recently released their annual snapshot detailing some of the data they’ve collected as they regulate the securities industry. Their report offers a high-level overview of the industry, including everything from the number of FINRA-registered individuals to firm revenues and the ways in which firms market their products and services. You can download FINRA’s report here.

2. The Bitwise/ETF Trends 2022 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets – Bitwise & ETF Trends

This research from Bitwise and ETF Trends offers a detailed look at the current state of crypto assets in financial planning. Ninety-four percent of advisors last year received questions from clients about crypto, up from 81 percent in 2020 and 76 percent in 2019. Clients are increasingly interested in crypto, and financial professionals need to be ready to handle these questions. Read the full crypto asset report here to learn more.

3. U.S. Regulatory Developments for Digital Assets- Implications for U.S. Wealth Managers — Aite-Novarica

Interest in crypto assets among consumers and advisors has been growing exponentially in recent years, despite the lack of any comprehensive regulation from the U.S. government. That will be changing though, as recent bipartisan legislation is promising to provide clarity for everyone interested in or managing crypto assets. Learn more about the legislation here.

4. The Role of Retirement Advisors in Employee Financial Wellness – eMoney Advisor

Companies everywhere are increasingly interested in offering financial wellness benefits for their employees. Our recent research shows that retirement advisors are playing a key role in financial wellness offerings, and expectations for these programs are extremely high. Learn more about growing financial wellness programs for employees here.

Be sure to stay tuned for next month’s financial planning research roundup!

DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

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.

You may also be interested in...

Impact investing graphic

Impact Investing for Financial Planning Clients

Environmental, social, and governance (ESG) investing is quickly growing in popularity, and clients want more information about this type of… Read More

What Financial Firms Need to Hear from a Next Gen Planner

The financial advisory profession is not immune to the more widespread talent challenges employers are faced with today, such as… Read More

How to Become a Successful Advisor in Your First Year

For financial professionals just embarking on—or restarting—their career as a financial advisor or planner I have some advice to lend,… Read More

CE Webinar: The Rise of Impact Investing (1 CFP® CE Credit)

Impact investing strategies are surging as more investors seek to align their money with their values. Join eMoney and Fidelity Charitable Thursday, July 14 at 2:00 p.m. ET to learn all about the impact investing landscape and how to build your own impact strategy.

REGISTER NOW

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Heart of Advice by eMoney Advisors

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.