ParameterInsights

Fascinating @JoshBook10 data about consumer selection of #Advicers. Key takeaway: Brand matters most. Nearly 2X the impact of fees, more than 3X breadth of planning services. When it's hard to know who to really trust, consumers revert to intangibles like trust in brand.

A new study from @ParamInsights finds that investors are turning away from robos, which may be another victim of the postpandemic market downturn. barrons.com/advisor/articl… #RoboAdvisor

Robo-advisers struggling to retain investors in 2022, research finds; use of robos fell from 27.7% of US investors in 2021 to 20.9% this year, according to Parameter Insights bit.ly/3T2ktmz #InvestmentNews @ryanWneal #fintech

Robo-advisers struggling to retain investors in 2022, research finds; use of robos fell from 27.7% of US investors in 2021 to 20.9% this year, according to Parameter Insights bit.ly/3T2ktmz #InvestmentNews @ryanWneal #fintech

Pretty fired up about this latest @ParamInsights release: “All Things Must Come Down…Sometimes With a Thud.” @Jeff_Marsden @jaypalter @juliaccarreon

It’s embarrassing for me, but this of us who “came out of the closet” late in life should talk more about this. 🧵 abcnews.go.com/US/dont-gay-bi…

Wealth Advice Services Showdown! Which brands do consumers prefer? Which TYPES of services do they prefer? What combinations of features have impact? ParameterInsights has done the work and has the data for #wealthmanagement participants. Can't wait to di…lnkd.in/g_fPCgW4

Just going through ParameterInsights' latest consumer data. For the first time we've analyzed consumer preferences for Traditional Wealth Advice VS Digital Advice VS Self-Directed Investing offers. What service elements/attributes (i.e. brand, fees, repor…lnkd.in/e-_vxnw5

Digital Pros, Digital Amenables, Tech-Tentative Traditionalists, Struggling Savers. Meet @ParamInsights' latest attitudinal consumer segments when it comes to savings and investing preferences. @Jeff_Marsden @juliaccarreon @jaypalter

People. How do you understand them? How does that understanding drive what your wealth business is doing? @ParamInsights' upcoming reporting shares the results of a new proprietary attitudinal consumer segmentation tailored for the wealth business. @juliaccarreon @Jeff_Marsden