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In an ever-challenging and changing market environment characterized by low yield and economic and political upheaval, concerns about volatility and global recession have driven investors toward active management. However, since 2007 a number of factors have triggered a shift toward the passive camp. These include increasing numbers of cost-conscious and risk-averse investors, technological advancements and […]
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. However, they are often heavily indebted and concerned […]
Investing in a digital world Investors in the US are highly engaged with mobile apps and the market is poised for further growth in the next five years. Investing apps see strong penetration among retail investors Half (48%) of investors report using mobile/tablet apps to invest or monitor their investments. The most important functionalities of […]
[ View the full report ] 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. Three out of five (59%) US advisors believe markets will not stabilize in 2017 following the global volatility seen over the past […]
[ View the full report ] On April 6, 2016, the Department of Labor introduced a long-awaited ruling which requires advisors to put the interests of their clients above their own, adhering to a fiduciary standard of advice. The Best Interest Contract Exemption (BICE) allows advisors to receive commission and other sales fees while still complying with […]
[ View the full report ] 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. This suggests individuals do not give enough consideration to the impact divorce can have on retirement […]
[ View the full report ] The rise of the gig economy, whereby employees freelance in temporary positions, is gathering momentum. Variously described as contingent workers, independent contractors, free-agents, temp labor and alternative/nontraditional workers, these employees are changing the landscape of the US labor market. The number of Americans participating in the gig economy expanded by 9.4 […]
[ View the full report ] Ageing populations pose one of the most serious and enduring challenges for OECD countries. The European Commission has already issued a warning about the dangers arising from ageing populations over the next decade, which include diminished GDP growth and the creation of budget deficits. Global population estimates from the UN spell […]
[ View the full report ] The knock-on effects of low interest rates are wide-ranging. Near-zero returns on bond portfolios impact the income of savers and retirees as well as the withdrawal needs of pension funds and Governments. And low interest rates could result in retirees being forced to save more for longer. Meanwhile, some investors in […]
[ View the full report ] US banks have staged something of a recovery recently as the robust capital requirements put in place in the wake of the financial crisis, coupled with an upturn in the country’s economy, have served to strengthen the sector. While the country’s banking industry has been hit by several headwinds since the […]