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Research Roundup View All

July 18, 2018 - Research Roundup

Posted on July 19, 2018

Featuring research from Prudential Financial, T. Rowe Price, Transamerica, Morgan Stanley, and Federated.

June 13, 2018 - Research Roundup

Posted on June 13, 2018

Featuring research from Allianz, Bank of America Merrill Lynch, BlackRock, PIMCO, and Morgan Stanley.

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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

Transamerica: 18th Annual Transamerica Retirement Survey

Posted on July 18, 2018

New research from The Transamerica Center for Retirement Studies finds that many Americans are still recovering from what is commonly referred to as the Great Recession. Most are focused on saving for

Prudential Financial (PGIM Investments): 2018 Retirement Preparedness Survey

Posted on July 18, 2018

New research from PGIM Investments, the investment business of Prudential Financial, explores the dramatic changes in the U.S. retirement landscape over the past few decades. Fewer workers today are e

Economic Commentiary View All

Morgan Stanley: Sustainable Signals – Asset Owners Embrace Sustainability

Posted on July 18, 2018

New research from Morgan Stanley discusses the growth of sustainable investing from a niche investment idea to a global market of more than $22.8 trillion. Representing more than $1 of every $4 under

Federated: It’s On

Posted on July 18, 2018

New market commentary from Federated examines positive and negative economic and market developments, and the current and potential impact of the U.S. – China trade war. Highlights include discu