RESULTS RELEASED: 2025 Retiree Insights Program
The 2025 round of research focused on investing and planning for retirement, and withdrawing income once retired.
Retiree Insights is an ongoing program of research to develop a comprehensive, in-depth understanding of the investment-related needs, concerns, and preferences of pre-retirees and retirees. Our multi-phase approach allows us to provide our sponsors with actionable information and insights that can inform strategies marketing materials, and thought leadership on a wide variety of issues.
The Retiree Insights program is conducted in four phases, composed of online surveys and online focus groups of consumers and financial advisors.
Key Issues for the 2025 Program Included:
- How and when consumers are planning for their desired retirement lifestyle, and how to promote better planning
- What financial professionals need to better serve their pre-retired and retired clients
- Assessment of the current investment environment and expectations about inflation, the market, and interest rates
- Strategies for saving, planning, and taking retirement income
- Continued tracking of how AI and technology play a role in the delivery of financial advice
Interested in Retiree Insights?
Complete the form to learn more about becoming a sponsor for these studies.
Additional Resources
2025 Retiree Insights Program Press Release
Survey: Nearly Half of Pre-Retirees and Retirees are Paying More Attention to Financial News – A Trend with Both Promise and Pitfalls
2025 Retiree Insights Program Information
Topics for study and sponsorship information for the 2025 Retiree Insights Program
2024 Retiree Insights Program Information
Topics for study and sponsorship information for the 2024 Retiree Insights Program
2023 Financial Professional Survey Press Release
Survey: In a Dramatic Turnaround, Financial Professionals’ Optimism in the Investment Outlook Nearly Doubles
2023 Retiree Insights Program Information
Topics for study and sponsorship information for the 2023 Retiree Insights Program
2022 News Release on Consumer and Advisor Surveys
Survey: Market Optimism Has Nosedived, Pessimism Has Skyrocketed – for Investors and Financial Professionals Alike
2022 Retiree Insights Program Information
Topics for study and sponsorship information for the 2022 Retiree Insights Program
2021 Retiree Insights Program Blog on Consumer Survey Results
New Research Reveals Consumer and Financial Professional Optimism About 2021’s Investment Climate
2021 Retiree Insights Program Information
Topics for study and sponsorship information for the 2021 Retiree Insights Program
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