Americans have a positive view of military veterans when considering a financial adviser, underscoring market demand for veterans in financial services.
More than three-fourths of Americans familiar with retirement accounts are interested in investing their individual retirement accounts (IRAs) in alternative assets.
The greatest retirement planning concerns among Americans include protection against inflation, the ability to pay for health care and the cost of long-term care.
Forty-three percent of male workers believe they are saving enough money in order to live comfortably in retirement, compared with 26% of female workers.
Nearly half (49%) of all employees say, because of the economy, they are counting on employers’ benefits programs to help with their financial protection needs.
Most advisers and their clients have different opinions on how a portfolio’s performance should be measured, according to Russell Investments’ latest quarterly survey of U.S. financial advisers.
Americans understand they have more responsibility than ever for their retirement security, but they expect the government to provide a social safety net.