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Schwab-sponsored research studies provide insight on industry topics such as retirement, active trading and financial education. Schwab experts are available for media interviews to discuss survey findings.
2010 Families & Money Survey
Schwab takes a look at the "sandwich generation" in this poll of adults who have at least one child between the ages of 23 and 28 as well as at least one living parent. Four in 10 parents provide at least some financial support for young adult children. Media Contact: Sarah Bulgatz
Independent Advisor Outlook Survey
The Winter 2010 Independent Advisor Outlook Survey was completed by more than 1,100 advisors employed by independent investment advisor firms whose assets are custodied at Schwab. Media Contact: Alison Wertheim
Advisors Services Broker Survey
A Charles Schwab survey of advisors at major financial firms has found that six out of ten respondents (59%) say the idea of being an independent investment advisor appeals to them. Nearly half of all respondents go a step further to say that they would actually consider a move to independence.
Corporate Stock Plan Study
Charles Schwab has released a new corporate stock plan study revealing that most companies view stock plans as an important tool to motivate and reward workers at all levels. Despite market uncertainty, a majority of companies surveyed say they are offering the same or even more stock plan benefits to their employees since Fall 2008.
Getting Retirement Savings Back on Track
Charles Schwab, in collaboration with CFO Research Services, released the details of a new study “Getting Retirement Savings Back on Track: Employer Views on the 401(k) and Financial Education in the Workplace”. According to the study, employers believe they play a role in improving the 401(k) as a benefit for employees, including making 401(k)-specific and general financial education more available in the workplace.
Additional Surveys
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