Research
Stories that provide insight on investor trends, consumer finance, independent investment advisors, retirement, and other timely issues
Superfakes and stealth wealth rewrite the rules of fashion
From flaunting designer knockoffs to going incognito with low-key luxury, the ties between fashion and status have become decidedly more relaxed.
A vision for tomorrow
Since 1973, our investors have used lessons learned to build a sound financial future.
The most overlooked factor in aging well: Your social portfolio
After years of research with the MIT AgeLab, John Diehl says people who focus on building a variety of relationships live healthier lives.
A reality check on earning (and spending) for kids
It may seem simplistic, but letting kids know what will be expected of them as adults is a powerful piece of financial literacy.
Challenging conventional wisdom through research
A fresh look at data, this time through a new lens of race and ethnicity. See what one researcher discovered about people of color and investing.
RIAs need to offer more than pay to win talent
See how independent advisors are evolving (and managing) their compensation and talent strategies in today’s competitive environment.
Three insights for serving women investors
Women investors should not be viewed as a single market, but they do share life experiences that impact their preferences for how they invest.
The rise of Generation Investor
See insights from the New Investor Survey and learn why getting started with investing is so important, no matter what stage of life you're in.
Technology and the modern retirement
The idea that people aged 60+ might be averse to technology is a myth. See how seniors are embracing fintech to enhance their investing experience.