{"id":7429,"date":"2022-04-01T09:20:34","date_gmt":"2022-04-01T09:20:34","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&#038;p=7429"},"modified":"2022-03-30T15:22:32","modified_gmt":"2022-03-30T15:22:32","slug":"financial-planning-research-roundup-march-2022","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/financial-planning-research-roundup-march-2022\/","title":{"rendered":"Financial Planning Research Roundup: March 2022"},"content":{"rendered":"<h2>1. US Wealth Management: A Growth Agenda for the Coming Decade \u2013 McKinsey &amp; Company<\/h2>\n<p>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\u00a0<a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/us-wealth-management-a-growth-agenda-for-the-coming-decade\">the report here<\/a>\u00a0to get McKinsey &amp; Co&#8217;s guide for the future of wealth management.<\/p>\n<h2>2. Global M&amp;A Report 2022: What the Best Companies Did to Win in a White-hot Market \u2013 Bain &amp; Company<\/h2>\n<p>After a down year in 2020, last year saw record-breaking M&amp;A activity. Total M&amp;A deal values hit all-time highs of $5.9 trillion in 2021. Companies were motivated to acquire transformative capabilities and remain competitive. See\u00a0<a href=\"https:\/\/www.bain.com\/insights\/topics\/m-and-a-report\/\">Bain &amp; Company&#8217;s fourth annual global M&amp;A report<\/a>\u00a0to learn more.<\/p>\n<h2>3. U.S. RIA Marketplace 2021: Meeting the Demand for Advice \u2013 Cerulli Associates<\/h2>\n<p>The landscape is changing for RIAs\u2014they&#8217;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\u00a0<a href=\"https:\/\/www.cerulli.com\/reports\/us-ria-marketplace-2021\">the report here<\/a>\u00a0to learn more.<\/p>\n<h2>4. 2022 Consumer Investment Trends and the Role of the Advisor \u2013 eMoney<\/h2>\n<p>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&#8217;t have any investments at all. The survey revealed a number of trends\u00a0<a href=\"https:\/\/emoneyadvisor.com\/blog\/2022-consumer-investor-trends-and-the-role-of-the-advisor\/\">financial professionals should know to serve clients in the age of DIY<\/a>.<\/p>\n<p>Stay tuned for next month&#8217;s financial planning research roundup!<\/p>\n","protected":false},"author":61,"featured_media":5428,"template":"","thought_leadership_cat":[93],"class_list":["post-7429","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: March 2022 - eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Don&#039;t miss this roundup of financial planning research from around the industry to get the latest insights.\" \/>\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-march-2022\/\" \/>\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: March 2022 - 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