{"id":6592,"date":"2021-08-03T08:25:52","date_gmt":"2021-08-03T08:25:52","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&p=6592"},"modified":"2024-06-17T16:42:41","modified_gmt":"2024-06-17T16:42:41","slug":"financial-planning-research-roundup-july-2021","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-july-2021\/","title":{"rendered":"Financial Planning Research Roundup: July 2021"},"content":{"rendered":"

In this month’s research roundup, you’ll find reports looking towards the future of financial advice, asking what it truly looks like to be client-led as a wealth manager, and further, how financial advisory firms can push themselves into the next evolution of advice. Be sure to also see the most pressing concerns and common misconceptions among investors near retirement, and the latest research on digital marketing for financial professionals.<\/p>\n

1. When Clients Take the Lead \u2013 BCG<\/h1>\n

A new report from BCG details the vast untapped market for wealth managers\u2014the \u201csimple needs segment” with between $100,000 and $3 million in assets. Digitization can be a driver of inclusion, helping wealth managers reach investors with fewer means in a profitable way. With this digitization, advisors can take on the role of expert counsel, dedicating their time to client-facing activities and helping clients through the toughest decisions they have to make. Learn more\u00a0about the report here<\/a>.<\/p>\n

2. New Frontiers in Wealth Management \u2013 Inside Information and Dialektic Consulting<\/h1>\n

Inside Information and Dialektic Consulting recently produced a report featuring a number of industry experts. The report covers what the next evolution of financial advice will look like with particular focus on the role of a firm’s CEO, pricing model, marketing strategy, and tech stack. You can find more about\u00a0the report’s findings here<\/a>.<\/p>\n

3. U.S. Retirement End-Investor 2021: Solving for the Decumulation Phase \u2013 Cerulli Associates<\/h1>\n

The latest report from Cerulli detailing investors in retirement shows what’s top of mind for these clients. Healthcare costs become a top concern, but many misconceptions about how to handle these costs prevail. Fifty-two percent of people, for example, believe they can continue making contributions to a health savings account (HSA) after enrolling in Medicare.<\/p>\n

4. 2021 ROI of Digital Marketing Survey \u2013 eMoney<\/h1>\n

eMoney recently released the results of its\u00a0digital marketing survey of financial professionals. Chief among the findings are the ROI metrics that matter most to planners: improving client acquisition, retention, and the client experience. While there are many ways to measure ROI, these three stand out as most important. Continue reading about\u00a0the marketing survey results here<\/a>.<\/p>\n

Be sure to stay tuned for next month’s financial planning research roundup!<\/p>\n

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.<\/p>\n","protected":false},"author":61,"featured_media":6593,"template":"","thought_leadership_cat":[],"class_list":["post-6592","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"\nFinancial Planning Research Roundup: July 2021 - eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Catch the July 2021 roundup of financial planning research from around the industry to stay on top of the latest trends.\" \/>\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-july-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: July 2021 - 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