|
Schwab-sponsored research studies provide insight on industry topics such as retirement, active trading and financial education. Schwab experts are available for media interviews to discuss survey findings.
Getting Retirement Savings Back on Track
SAN FRANCISCO, June 22, 2009 — Charles Schwab, in collaboration with CFO Research Services, released the details of a new study “Getting Retirement Savings Back on Track: Employer Views on the 401(k) and Financial Education in the Workplace”. According to the study, employers believe they play a role in improving the 401(k) as a benefit for employees, including making 401(k)-specific and general financial education more available in the workplace.
Young Adults & Money Survey
SAN FRANCISCO, March 31, 2009 – The majority of young adults between the ages of 23 and 28 consider “making better choices about managing money” the single most important issue for individual Americans to act on today, outweighing the need to strengthen family relationships, protect the environment and improve personal nutrition and health. These are among the key findings of the latest annual survey on the topic of families and money released by Charles Schwab.
Independent Advisor Outlook Survey
The semi-annual Independent Advisor Outlook Study measures the views of independent Registered Investment Advisors (RIAs) on a variety of topics. More than 1,200 independent investment advisors participated from Jan. 20-30, 2009.
2008 Savings Fundamentals Survey
SAN FRANCISCO, Nov. 12, 2008 — Charles Schwab announced a new eight-step plan to help people prioritize their savings objectives. Schwab’s eight “Savings Fundamentals” are designed to help individuals prioritize and manage their short and long-term personal and financial goals.
2008 Recently Independent Advisor Survey
|
SAN FRANCISCO, Nov. 10, 2008 — Investment advisors are leaving established financial firms and becoming independent registered investment advisors (RIAs) because they want to work for themselves, deliver more personalized service to clients, and achieve long-term financial success, reports a Schwab Institutional survey.
|
|
|
2008 Ariel-Schwab Black Investor Survey
|
CHICAGO, Oct. 15, 2008 — African-Americans are on equal footing with Whites when it comes to accessing and enrolling in employer-sponsored defined contribution plans, but save far less each month and have a considerably smaller nest egg than their White counterparts, according to the 11th annual Ariel/Schwab Black Investor Survey. This year’s survey found that for many younger African-Americans, saving for retirement is more of a dream than a priority.
|
|
|
Rethinking Retirement: Four Generations Share Their Views on Life's Third Act
SAN FRANCISCO, July 15, 2008 — Americans across generations are developing new and different ideas about how they expect to approach retirement. In a landmark study of four generations released today by Charles Schwab & Co., Inc., survey participants across the board see that the responsibility for a secure financial future is rapidly shifting to them.
Financial Planning Student Survey
SAN FRANCISCO & LUBBOCK, Texas, July 15, 2008 — Helping people in a meaningful way and putting clients’ interests first is what attracts students most to the independent investment advisory profession, according to a May 2008 survey of 160 financial planning students conducted by Schwab Institutional and Texas Tech University’s Division of Personal Financial Planning.
Active Trader Sentiment Survey
SAN FRANCISCO, May 14, 2008 — After one of the most volatile quarters in recent history, Charles Schwab today released details of the Charles Schwab Active Trader Sentiment Survey designed to take the pulse of nearly 500 individual investors who trade frequently.
Parents and Money Survey
SAN FRANCISCO, March 26, 2008 —Asked to select topics they wish they had learned more about when they were teenagers, the greatest percentage of today’s parents with teens (57 percent) choose “money management.” Surprisingly, most parents admit to raising children who may someday share the same regret. These are among the key findings of “Parents & Money,” the latest annual survey on the topic of families and money released today by Charles Schwab.
Gen X Money Mindsets Study
SAN FRANCISCO, Feb. 11, 2008 — Charles Schwab’s Gen X Money Mindsets Study, a segmentation study of more than 5,000 Americans aged 25-40, found that younger investors generally fall into six distinct categories based on their mindsets and attitudes toward money. The study also overturned some commonly held beliefs about Gen Xers and their attitudes toward finances, investing, and achieving the “American Dream.”
|
