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Research Roundup View All

October 29, 2018 - Research Roundup

Posted on October 29, 2018

Featuring research from T. Rowe Price, OneAmerica, Charles Schwab, BlackRock, and PIMCO.

September 19, 2018 - Research Roundup

Posted on September 19, 2018

Featuring research from Prudential, TIAA, Natixis, Allianz Global Investors, Federated, and AXA

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Exclusive IRI Research View All

Retirement, Income, and Risk: 2nd Biennial Study on the American Retirement Experience

Posted on November 6, 2018

A new IRI original research report, “Retirement, Income and Risk,” found that only about 1 in 6 of retirees rely on Social Security for more than half of their retirement income, and two-t

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.

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.

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

T. Rowe Price: Where 401(k) Design and Corporate Profitability Cross Paths

Posted on October 29, 2018

New research from T. Rowe Price finds that “great” 401(k) plans (those with above-average performance outcomes according to Brightscope®) are very likely to be sponsored by companies w

Charles Schwab: Consumer Digital Demands

Posted on October 29, 2018

New research from Charles Schwab seeks to measure consumer and robo advisor user preferences, sentiment and experiencing interacting with technology and people across a range of life activities and ex

OneAmerica: Understanding and Achieving Participant Financial Wellness

Posted on October 29, 2018

New research from OneAmerica explores retirement plan participant financial wellness, and the factors that contribute to (or impede) the ability to become financially well. The majority of respondents

Economic Commentary View All

BlackRock: Global Investment Outlook – Q4 2018

Posted on October 29, 2018

New market commentary from BlackRock covers investing themes for 2018. Continued, steady global expansion and above-trend U.S. growth are expected, but the range of potential economic outcomes is wide

PIMCO: Monthly Market Update – October 2018

Posted on October 29, 2018

New market commentary from PIMCO discusses current trends in global markets in September. Domestic policy adjustments in vulnerable emerging markets and easing in global trade frictions helped bolster

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