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 […]
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. […]
Fidelity Charitable is putting the giving in Thanksgiving with a report on family giving traditions. From our survey of 3,000 respondents, we found that strong giving traditions matter, giving traditions are associated with greater happiness, kids are inspired by their parents and families are talking more about giving.
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 […]
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%). […]
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 […]