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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
Through the Advisor Lens: Alternative Investments in Defined Contribution Plan Executive Summary (partial infographic)
The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an Executive Order and subsequent DOL action. Find out how DC Gatekeepers – advisors – feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.
2025 Canadian Employers Survey
As employer benefit strategies evolve, understanding what’s working, and what’s next, is essential. This research analyzes group benefits penetration across Canadian employers, evaluates the value of consolidating retirement and insurance offerings under one carrier, and measures interest in ancillary services designed to enhance employee wellbeing and engagement. Canadian Employee Benefits Landscape just added.
U.S. Consumer Sentiment (April 2026)
Consumer sentiment slipped further in early April as energy costs rose and geopolitical risks intensified.
U.S. Individual Annuity Market
Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q1 2025 Product Reports.
