trendspotting Mar-Apr 2008

Repeat Customers?

Advisers not generally loyal to providers

Reported by

Rebecca Moore

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Data & Research

October 7th, 2026

Several recent studies show that although many pre-retirees show interest in income products, far fewer invest in them.

Data & Research

September 10th, 2026

Second-quarter sales of annuities were $2.7 billion lower than initial projections.

Deals & People

August 12th, 2026

The recent acquisitions of NEOS Investments and Innovator Capital Management more than triple Goldman Sachs’ assets in exchange-traded funds.