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This report analyzes US investor attitudes towards mobile investing, automated advice and the future of technological integration. CoreData surveyed 334 US investors about the future of investing in late March 2017. Survey respondents had to have at least $5,000 in net investable assets, be between the ages of 21 to 65 and own a smart device.
Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably. This suggests advisors see investment opportunities, especially in higher risk assets, despite the turbulent environment. The data primarily used in this report comes from an October 2016 CoreData survey of 552 financial advisors.
In April of 2016, new regulation concerning permissible compensation for retirement accounts, known as the fiduciary rule, was laid out, with full adoption set for 2018. The ruling requires advisors to put the interests of their clients above their own, adhering to a fiduciary standard of advice. This report looks at the impact of the rule on advisors and how it will shape the future of advising.
Many individuals do not consider divorce a significant threat to retirement savings — a surprising finding given that divorced individuals have less saved in retirement than married individuals and are more likely to be bankrupt. The data referenced throughout this paper is a combination of CoreData Research calculations based on data files from various sources as well as content from other reports and surveys.