MMI-Aon Expectations and Experiences
Since 2020, MMI and Aon have partnered on an annual research study that explores the attitudes, behaviors, and experiences of individual investors and financial advisors in terms of the value of investment advice and how it is delivered. Our goal is uncover gaps between client expectations and firm delivery – and suggest ways to improve the value investors receive from advisory solutions. As of February 2021, we have surveyed 3,000 investors and 2,154 advisors across the United States.
Detailed findings from the 2021 Expectations and Experiences research have been released in a series of four reports -- Delivering Premium Advice, Lessons from the Pandemic, Market Turbulence and the Shift Toward Financial Advice, and Firm-Provided Resources.