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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

Canadian Individual Annuities

Nov 6, 2025

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q1 2025 summary data.

Benefits Understanding: The Intention Action Gap

Oct 29, 2025

Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.

U.S. Consumer Sentiment (October 2025)

Oct 29, 2025

The first week of the government shutdown saw no surge in Americans' economic anxiety.

The 401(k) Scorecard

Oct 20, 2025

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 results.

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