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September 19, 2018 - Research Roundup

Posted on September 19, 2018

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August 15, 2018 - Research Roundup

Posted on August 15, 2018

Featuring research from Bank of America Merrill Lynch, TIAA, Charles Schwab, T. Rowe Price, and American Century.

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AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals

Posted on May 16, 2018

New research from AXA uncovers several opportunities for financial professionals to drive deeper client satisfaction by proactively discussing protection against stock market downturns, guaranteed lif

Boomer Expectations for Retirement 2018

Posted on April 10, 2018

This year’s Boomer study demonstrates yet again the marked difference between Boomers who have engaged financial professionals to help them build comprehensive and effective retirement plans, and those who have not.

Generation X and Retirement Readiness - They're (Mostly) Doing it Wrong

Posted on March 23, 2018

New Study Finds Fewer GenXers Have Retirement Savings Generation X on Shaky Retirement Planning Ground WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today released the findings

Industry Sales Data View All

IRI Issues First Quarter 2018 Annuity Sales Report

Posted on June 13, 2018

Fixed Annuities On The Rise  IRI Issues First Quarter 2018  Annuity Sales Report   WASHINGTON, D.C. –The Insured Retirement Institute (IRI) today announced final first quart

IRI Issues Third Quarter 2017 Annuity Sales Report

Posted on January 2, 2018

The Insured Retirement Institute (IRI) announced final third-quarter sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. Industry-wide annuity

IRI Member Research View All

Natixis: 2018 Global Retirement Index Report

Posted on September 19, 2018

New research from Natixis ranks the best places for retirement security, the factors involved, and how rankings have changed in the past year. The report also examines five key threats to global

Prudential: Pioneering Workplace Financial Wellness

Posted on September 19, 2018

Based on an eight year study of its own employees, new research from Prudential examines the impact of health and wellness programs, finding that managing day-to-day finances, achieving impo

TIAA: Timely Insights to Improve Retirement Outcomes

Posted on September 19, 2018

New research from TIAA finds nonprofit and corporate, for-profit employers are concerned about their employees’ retirement futures. Most worrisome: rising healthcare costs and the poss

Economic Commentary View All

Federated: Weekly Update "I've Seen it Rainin' Fire in the Sky"

Posted on September 19, 2018

New market commentary from Federated discusses the contention that the stock market is on a "sugar high" versus tax-cut driven behavioral changes, such as the long-term impact of productivity-enh

Allianz Global Investors: Mid-Year Outlook - Be More Selective in the Second Half

Posted on September 19, 2018

New commentary from Allianz Global Investors discussed investing themes for the remainder of 2018. After a strong first half to 2017 for equities, the message for the remainder of the year is to

T. Rowe Price: July 2018 Price Point – Global Technology

Posted on August 15, 2018

New market commentary from T. Rowe Price discusses technology investing, positing that we are relatively early in a golden age for technological innovation. We can expect unprecedented value creation