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. 

Detailed findings from the 2022 Expectations and Experiences research are being released in a series of three reports. The next two reports will focus on gaps in Investor and Advisor Digital Experience and Attitudes Toward Cryptocurrencies and Cybersecurity


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.