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Financial Attitudes and Behaviors Are Shifting, According to Ameriprise Modern Money Study

Financial attitudes are shifting: A multi-generational family photo

The Ameriprise Modern Money study, a recently released study that we conducted, finds that financial attitudes and behaviors are shifting. Overall, investors feel financially confident, but worry about the next generation in their family. Additional findings include the following: Parents are increasingly helping their kids financially. Parents are providing more financial support to their adult […]

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Fall 2018 Financial Advisor Perspectives, Eaton Vance

Financial Advisor Perspectives Fall 2018

What are the relevant fall 2018 financial advisor perspectives? For our client Eaton Vance, we asked over 600 financial advisors about the real-world challenges facing their clients, businesses and the markets right now. Key insights include the following: Generating income for clients is now the top concern of financial advisors, up 24% from Q2 2018.  […]

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Retirement Income Protection & Looming Crisis, Alliance for Lifetime Income

Retirement income protection study findings for the Alliance for Lifetime Income

Many Americans do not have protected retirement income. The Alliance for Lifetime Income recently published results of their inaugural Protected Lifetime Income Index. The findings, from research conducted by Artemis and our partners, highlight the urgent need for Americans to secure reliable lifetime income for retirement. Key findings include the following: Two-thirds of today’s pre-retirees […]

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Small and Mid-size Business Owners’ Economic Outlook in Fall 2018, PNC Bank

Small Business Fall 2018 Economic Outlook Survey for PNC Bank

Optimism isn’t quite as high for small business in fall 2018 as it was earlier in the year, according to the most recent PNC Economic Outlook Survey we conducted. Small and mid-size business owners were more optimistic this spring (50%) than they are this fall (40%). However, optimism is still far above fall 2017 (29%). […]

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Entrepreneurs as Philanthropists, Fidelity Charitable Study

Entrepreneurs' Philanthropy Qualities and Approaches, Fidelity Charitable Study

Entrepreneurs are leading the way in American philanthropy, according to a recently published study by Fidelity Charitable. The research we conducted led to insights on the qualities and approaches that set entrepreneurs apart in their philanthropy. Key findings include the following: Outsized impact: Entrepreneurs donate 50% more than others, and they volunteer more hours. Philanthropy as […]

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