{"id":6333,"date":"2021-06-04T19:38:02","date_gmt":"2021-06-04T19:38:02","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&#038;p=6333"},"modified":"2021-06-04T19:38:02","modified_gmt":"2021-06-04T19:38:02","slug":"financial-planning-research-roundup-may-2021","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-may-2021\/","title":{"rendered":"Financial Planning Research Roundup: May 2021"},"content":{"rendered":"<p>With vaccine deployment continuing at a steady pace across the globe, firms are setting their sights on what the next new normal will look like, while longtime trends such as fee compression are still expected to have a major impact on the industry. Plus, new research shows the value of having female CFP\u00ae professionals for long-term success.<\/p>\n<h2>1. The Cerulli Edge: U.S. Asset and Wealth Management Edition \u2013 Cerulli<\/h2>\n<p>A new report from Cerulli concludes that fee compression will continue to be a major factor in the financial services industry. This will be driven primarily by lower-cost share classes, demand for lower-cost strategies, and asset manager fee cuts. You can\u00a0<a href=\"https:\/\/www.cerulli.com\/edge\/us-asset-and-wealth-management-edge\">access the report here<\/a>.<\/p>\n<h2>2. Where Will Wealth Take Clients Next? \u2013 EY<\/h2>\n<p>The 2021 EY Global Wealth Research Report explores the global impact of COVID-19 on investors&#8217; financial attitudes. The report finds that people are becoming increasingly risk-averse and desire greater levels of financial protection, security, and diversification in their portfolios. You can\u00a0<a href=\"https:\/\/www.ey.com\/en_gl\/wealth-asset-management\/where-will-wealth-take-clients-next\">find the report here<\/a>.<\/p>\n<h2>3. MMI Journal of Investment Advisory Solutions, Q1 2021 \u2013 Money Management Institute<\/h2>\n<p>What will the next new normal be in the financial services industry? Money Management Institute&#8217;s recent report details the economic impact of the pandemic and the associated acceleration of digitization in the delivery of financial advice.\u00a0<a href=\"https:\/\/www.mminst.org\/mmi-news\/first-quarter-2021-edition-mmi-journal-investment-advisory-solutions\">Learn more about their findings here<\/a>.<\/p>\n<h2>4. Building a Diverse Practice: The Value of CFP\u00ae Certification to Female Advisors \u2013 Aite Group<\/h2>\n<p>Research shows that women who work with female financial professionals are more comfortable discussing their finances. Female CFP\u00ae professionals bring value to any advisory firm. Aite&#8217;s recent report, commissioned by the CFP\u00ae Board, shows how female CFPs\u00ae are an essential part of baby boomer asset retention and future growth. You can\u00a0<a href=\"https:\/\/aitegroup.com\/report\/building-diverse-practice-value-cfp%C2%AE-certification-female-advisors\">access the report\u00a0here<\/a>.<\/p>\n<h2>5. Tapping into the Emotional Side of Planning \u2013 eMoney<\/h2>\n<p>eMoney recently interviewed Dr. Joy Lere, a clinical psychologist and behavioral finance consultant, to better understand the emotional aspects of planning. Dr. Lere offers a number of practical suggestions for financial planners to learn from the practice of financial therapy to have more productive money conversations. You can\u00a0<a href=\"https:\/\/emoneyadvisor.com\/ebook\/tapping-into-the-emotional-side-of-financial-planning\/\">view the eBook here<\/a>.<\/p>\n<p>Stay tuned for next month&#8217;s financial planning research roundup!<\/p>\n","protected":false},"author":61,"featured_media":6334,"template":"","thought_leadership_cat":[93],"class_list":["post-6333","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-industry-news-and-trends"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planning Research Roundup: May 2021 - eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Catch the latest and most important financial planning industry research from eMoney Market Research Manager Cara Woodland.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-may-2021\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planning Research Roundup: May 2021 - 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