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Recent Research Projects

Millennial Finances

Millennials in the U.S. are struggling to achieve their financial goals. Seven in ten (69%) say saving for retirement is one of their top financial goals while paying off student loans (44%) and providing for family and children (44%) are also near the top of the ranking.

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The Future of Investing

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.

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US Investment Outlook 2017

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.

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The Fiduciary Rule

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.

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