Though not a novel concept, tax-loss harvesting has received increased public attention over the past few years. Are financial advisors throughout the industry capitalizing on this practice, or does the complexity prevent them from incorporating it into investment strategies?
The typical market research study includes large sample sizes and lots of data points. A quantitative focus like this has its place, but usually not in usability testing.
It’s an age-old question: What is the consumer thinking? Market research online communities and online research panels are methods of uncovering consumers’ preferences, motivations, and opinions. Market researchers often use the terms interchangeably, but there are differences in their size, structure, and use.
A few years ago, a client approached us about fielding their annual insights survey among financial advisors. We suggested a different approach to find the market research sweet spot for financial services.
Following a few simple best practices when taking a survey will allow you to provide meaningful, valuable responses. Thoughtful survey feedback can help companies make informed business decisions to meet the needs of the consumers they serve.
It takes time and effort to design a good survey. Whether you want to get the pulse on a specific touchpoint or understand what drives your consumers to, you want to ensure your survey respondents will provide you with valuable data.
The term "ethical research" seems pretty straightforward, so why is it such a contentious topic of conversation among researchers? Just apply what your mother taught you to your research design, right? Well, not exactly.
As a usability testing moderator, you have a responsibility to your stakeholders to observe participant behavior and collect verbal feedback. But moderators also have a responsibility for managing the participant's experience and comfort during the session.
