Data & Research

Why Are Retirees Spending Down So Slowly?

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers and sponsors.

Employees Voice Some Optimism About Automation Trends

A new analysis published by MetLife examines employers’ and employees’ attitudes towards automation and its role in the workplace—including how changes in technology could impact compensation and the basic definition of what it means to work.

Most Advisers Marketing on Social Media Say They Have Won New Clients

Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the real impact social media use has on the quality of client relationships, and by extension, business performance.