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 will be 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. 

 

2021 Advisory Solutions: Expectations and Experiences - Part 2: Lessons from the Pandemic
Tuesday, August 17, 2021
The second paper in the 2021 four-part series—based on survey feedback from 1,500 investors and 1,405 financial advisors across the United States—identifies which aspects of pandemic-era wealth management should be retained and which could be...

2021 Advisory Solutions: Expectations and Experiences - Part 1: Delivering Premium Advice
Wednesday, July 21, 2021
The first paper in the 2021 four-part series—which surveyed 1,500 investors and 1,405 financial advisors across the United States—unpacks the elements driving financial confidence and perceptions around quality financial planning among clients. ...

2021 Advisory Solutions: Expectations and Experiences - Executive Summary
Tuesday, July 13, 2021
In this year’s four-part series, we explore the trends and gaps that have emerged between client expectations, advisor perceptions, and firm delivery capabilities in the COVID-era environment. We revisit year-over-year behavioral changes and client...

2020 Advisory Solutions: Expectations and Experiences - Part 4: Profile of Today's Successful Financial Advisors
Friday, August 14, 2020
The fourth paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—explores the success profile of top-performing advisors. This topic takes on even more importance with many firms...

2020 Advisory Solutions: Expectations and Experiences - Part 3: From Innovation to Adoption: Embedding Technology at the Heart of Wealth Management
Thursday, July 9, 2020
The third paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—explores the role technology can play in advancing client-centric organizations. In fact, with virtual wealth...

2020 Advisory Solutions: Expectations and Experiences - Part 2: Harnessing Generational Differences Across the Financial Planning Process
Thursday, June 18, 2020
The second paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—uncovers clients’ evolving expectations around financial planning. Amidst the COVID-19 pandemic, the challenge is...

2020 Advisory Solutions: Expectations and Experiences - Part 1: The Significance of Personal Values in Wealth Management
Thursday, May 14, 2020
The first paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 financial advisors across the US—debunks persistent myths about client attitudes related to values-based investing in the wealth...

2020 Advisory Solutions: Expectations and Experiences - Executive Summary
Wednesday, May 13, 2020
In 2020's four-part article series—based on a proprietary research program—we explore the gaps that have emerged between client expectations and firm delivery, and why these gaps are undermining client satisfaction as well as business performance.