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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
Consumer Sentiment Tracking
How are Americans feeling about the economy and our industry? (Updated October 16, 2020)
Consumer Sentiment in the Time of COVID-19 (October 2020)
How has consumer sentiment and confidence in the financial services industry changed during the pandemic?
COVID-19 and Workplace Benefits: Sales and Enrollment, 3rd Quarter Update
How is COVID-19 impacting workplace benefit sales and enrollment practices in the second half of 2020?
Wholesaling in Canada — A Tale of Two Countries
This paper looks at distinct and interesting differences between wholesaling in Canada and the U.S. and explores how they may inform different strategies for the future in each country.
