InvestmentNews partnered with Kiplinger's to ask women about their experiences at different life stages with investing and financial advisers. Here are some of the results.
| Breadwinners* | Single and wealthy** | Widows | High-level professionals*** | |
|---|---|---|---|---|
| Leave behind wealth or a legacy for future generations of my family | 6.5% | 11.5% | 22.1% | 3.9% |
| Retire with financial security and peace of mind | 60.2% | 42.3% | 19.8% | 76.5% |
| Accumulate as much wealth as possible | 3% | 3.8% | 3.5% | 2.6% |
| Accumulate wealth for specific ambitions (travel, opening a business, etc.) | 5.5% | 7.7% | 4.7% | 8.5% |
| Lead a comfortable and predictable lifestyle | 24.9% | 34.6% | 50% | 8.5% |
| Breadwinners* | Single and wealthy** | Widows | High-level professionals*** | |
|---|---|---|---|---|
| Going into debt, not being able to pay off debt | 5% | 7.9% | 9.7% | 8.5% |
| Not having enough money to support my family | 7% | 2% | 3.7% | 5.9% |
| Not having enough money to retire | 13.6% | 4.9% | 2.4% | 17% |
| Running out of money in retirement | 59.3% | 71.6% | 67.1% | 58.2% |
| Not being able to cover medical expenses | 15.1% | 13.7% | 17.1% | 10.5% |
| Breadwinners* | Single and wealthy** | Widows | High-level professionals*** | |
|---|---|---|---|---|
| Newspapers, magazines or websites | 88.8% | 83.8% | 80.2% | 87% |
| Financial television news networks | 13.7% | 34.3% | 35.4% | 11% |
| Personal financial adviser | 28.3% | 29.5% | 31.3% | 27.9% |
| Friends or family | 12.7% | 1% | 8.3% | 15.6% |
| Seminars or other events | 4.4% | 6.7% | 4.2% | 3.2% |
| Financial institutions (bank, 401(k) provider, brokerage firm) | 16.6% | 21% | 16.7% | 23.4% |
| Breadwinners* | Single and wealthy** | Widows | High-level professionals*** | |
|---|---|---|---|---|
| Information hosted on an adviser's website | 41.7% | 37.9% | 40% | 53.8% |
| Social media accounts, blogs or newsletters from an adviser | 13.9% | 10.3% | 10% | 15.4% |
| Attending a seminar hosted by a financial adviser | 29.2% | 34.5% | 25% | 23.1% |
| Radio or television program where an adviser is the host or a guest | 15.3% | 17.2% | 25% | 7.7% |
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
