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April 28, 2009 How US Consumers Research RetirementMany Sources Are Used, But Financial Advisors Are Considered Most Helpfulby Bill Doyle, Peter Wannemacher with Benjamin Ensor, Brad Strothkamp, Courtney Tincher |
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Executive Summary
Less than half of US online adults have done retirement research. Consumers who are worried about having enough money to retire are less likely to have done research; investors and older consumers are more likely to have done retirement planning. Books, newspapers, magazines, and Web sites are the most commonly used resources. But financial advisors — independents, as well as those employed by full-service brokerages — are considered the most helpful resources. Investment firms' Web sites are considered more helpful than life insurance agents and print or online media.
This is an excerpt
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