2024-04-22 | demographics economy finances
... From January to March, the rate dropped from 4.9 percent to 3.7 percent according to the Bureau of Labor Statistics." SOURCE Florida Atlantic University Business and Economics Polling Initiative...
2024-04-09 23:15:00 | demographics retirement
... tnered), or investable assets of $150,000 or more. The study aimed to capture diverse perspectives by including oversamples from Black/African American, Hispanic, and Asian/Asian American populations....
2024-04-09 14:00:00 | banking consumers small business
... enerations might eschew traditional banking methods, the survey found 61% of Americans still embrace check writing, with surprising participation from younger demographics: 59% among 18 – 24 years old 57% among 25 – 34 years old 60% among 35 – 44 years old 48% among 45 – 54 years old 61% among 55 – 64 years old 77% among those 65 and older The Real Cost of Check Fraud Check fraud victims often experience repeated targeting, with 51% reporting multiple incidents. Small business owners, in particular, face a higher risk, with 57% having been targeted by ...
2024-04-09 09:25:00 | cryptocurrency demographics real estate
... highlight the varying financial attitudes and practices across different generations, reflecting broader economic trends and the influence of technology and social media on financial decision-making....
2024-04-09 | consumers economy
... unger demographics, with Gen Z (26%) and Millennials (27%) at the forefront (compared to 16% Gen X, 9% Baby Boomers)....
2024-02-26 | demographics housing
... ment assistance and credit-building opportunities as well as implementing reforms in zoning, together with efforts to construct and preserve affordable housing in thriving communities, are vital....
2024-02-15 | consumers economy
... ere often twice as likely than white respondents to predict various aspects of their financial health will improve in 2024, and frequently had higher instances of optimism than other demographics as well.3-in-4 Black Americans living paycheck-to-paycheckAchieve's survey found 76% of Black consumers are living paycheck-to-paycheck, including 43% who said they struggle to make ends meet and 33% who report being financially comfortable.Respondents were split almost evenly when asked about recent changes to their household income, with approximately one-third each saying their incomes had either i...
2023-06-01 | demographics finances
... ly 30% of women), and 45% of men said they can enjoy life because of the way they're managing their money (compared to 30% of women).The full report can be found at just www.tiaa.org/public/institute....
2023-05-30 | demographics retirement
... with a nationally representative sample of 1,000 individuals age 25+ in the contiguous U.S. with an annual household income of $50k+ (single) / $75k+ (married/partnered) OR investable assets of $150k....
2022-09-22 | consumers demographics women
... ue to update and publish the Ellevest Women's Financial Health Index, monitor women's relationship with money, and provide best-in-class resources in the months and years to come." Source: Ellevest...
2022-08-09 12:12:12 | demographics retirement
... ave never spoken to their Gen X children about using their home equity. 76% of adult children said they have never discussed utilizing their home equity to fund their retirement years. Source: AAG...
2022-07-13 | demographics investing
... s having at least $1 million in investable assets, including 401(k). HENRY is defined as having $250K+ in household income, or between $100K-$999K in investable assets. Source: RBC Wealth Management...
2022-06-01 10:39:58 | demographics retirement
... to – a gap that gets smaller with age. Most Americans want and expect to live independently as they age; only in their 80s did more respondents say they would need support to do so. Source: AARP ...
2022-05-04 12:00:01 | advice demographics
... of basic financial lessons, including the importance of having an emergency savings account (53%), keeping their spending in check (51%) and having a will and estate plan (38%). Source: Natixis ...
2022-05-03 12:00:00 | affluent demographics
... s economic environment makes it more important than ever to have meaningful financial discussions among family members while there’s ample time to plan for what’s ahead.” Source: Wells Fargo...
2022-04-25 14:00:00 | demographics financial planning retirement
... ng the way. Will your future-self resemble your current-self? To a degree, yes. But as life evolves, look to see if your plan for your money is working the way you need it to at least once a year. ...
2022-04-25 12:00:00 | sustainabillity
... issues such as clean transportation. Recognition of the impact of corporate sustainability has the potential to grow, especially among certain demographics. Older, rural, and white consumers are less likely to believe society is a positive influence, reflecting the demographic gap above. Even more surprisingly, women are also significantly less likely than men (38% versus 49%) to respond positively. These results indicate that companies can find suitable ways to expand and refine sustainability messages beyond the younger urban consumers who are already on board. Source: The Conferen...
2021-12-06 09:22:18 | advice demographics
... rement plan and have no idea when they will be able to retire. Over half of Millennials (57%) considered starting a side gig to boost their contributions to their retirement savings. Source: NAPFA...
2021-10-29 09:08:19 | demographics retirement
... address structural issues, bridge inequalities, ensure equal pay and benefits, and ultimately promote their retirement security," said Collinson. Source: Transamerica Center for Retirement Studies...
2021-10-21 12:00:10 | credit demographics
... ng payment choice that includes tech-driven, clear-termed financing like buy now, pay later, that eases debt fears and gives control over cash flow." Source: Alliance Data Systems Corporation...
2021-10-20 12:10:10 | demographics
... types of coverage and how insurance works. Comprehending risk: understanding uncertain financial outcomes. Go-to information sources: recognizing appropriate sources and advice. Source: TIAA...
2021-10-14 12:00:00 | banking demographics
... ur customers about their financial health and future during the largest transfer of wealth in history, then another financial institution is." Source: MX, Q2, Rival Technologies, Finn AI White Paper...
2021-06-04 | demographics investing
... to stay committed to a disciplined trading approach during the dips and consider valuations and the fundamentals of any one name before swooping in on a new buying opportunity.” Source: E*TRADE...
2021-05-28 | consumers investing
... res and are accessible 24/7—accelerated mainstream interest in stocks and expanded investing to younger demographics. As a result of these new tools for allowing (and gamifying) active investment among non-experts, risk exposure is growing for a substantial portion of the population. For those chasing even higher returns—at ever-greater risk—cryptocurrencies are rapidly becoming more prominent and accessible to average consumers. As stocks and cryptocurrencies enhance risk, there may be an opening for services that support investment decisions and offer alternatives to stocks for mor...
2021-05-24 09:26:29 | demographics wealth
... sors to be more responsive to the needs of our clients and support them in realizing the deeply meaningful goals they have for their families, businesses and communities.” Source: Boston Private...
2021-05-19 12:00:00 | pandemic demographics
... uot;Deloitte organization") serves four out of five Fortune Global 500® companies. Learn how Deloitte's more than 330,000 people make an impact that matters at www.deloitte.com. SOURCE Deloitte...
2021-05-13 12:00:00 | economy demographics
... encouraging to see younger adults – especially in the last few months – setting and maintaining good financial habits that will set them up for success in the future." Source: BMO Harris Bank...
2021-05-12 12:19:00 | demographics
... d EVERFI, fielded from October 1, 2020 – March 31, 2021, is a nationally representative sample of 20,181 college students from 135 higher education institutions located in 34 states. Source: AIG...
2021-05-10 12:00:00 | demographics travel spending
... o spend more on travel this year to upscale their trips. Thirty-two percent (32%) of high-earning Millennials are planning to increase their travel spending in 2021 - almost double the average respondent. Luxury vacations are the order of the day - more than a third (37%) of high-income Millennials are planning to spend more than $5,000 on an upcoming luxury trip. While most groups identified cost as a leading factor when booking their next trip (close to 60% of respondents), only 40% of high-income Millennials listed this as a concern. "Throughout this pandemic our research and ...
2021-04-29 12:00:00 | consumers
... U.S. consumers on the state of their finances, attitudes towards saving and budgeting, and actions they’ve taken to improve their financial health. The survey polled consumers across all demographics and took a closer look at the financial goals and impacts among Black and Latinx consumers – populations hardest hit by the economic impact of the pandemic. Unsurprisingly, the pandemic has had a significant impact on consumers’ finances, as many experienced a loss of income or a financial fluctuation over the last year. 37% of the general population said that their financial sit...
2021-04-27 09:18:30 | pandemic demographics
... e start of the pandemic (88%) say it has had at least some negative impact their mental wellbeing, including more than half (53%) say the negative impact has been major or moderate. Source: AICPA...
2021-04-26 12:00:01 | demographics housing
... itself naturally or quickly. The problems run deep and perpetuate inequality," said Manhertz. "Intentional, targeted and dedicated policy is necessary to repair this broken system." Source: Zillow...
2021-04-21 12:00:00 | banking
... ...
2021-04-19 12:00:10 | retirement
... tal assets in defined contribution plans as part of the firm’s effort to capture the breadth of views in the industry as well as services available amid rapidly changing demographics of plan participants. Published results were based on responses from firms with more than $10 billion in DC assets under management. “The survey’s findings reflect the ongoing changes in defined contribution – a pivot to solutions for retirement income, best practices for default fund/target date funds, evaluation of ESG products, etc. – and provide invaluable insights for sponsors and consultants who w...
2021-04-19 12:00:00 | demographics media
... sts. Forty-three percent of consumers (39% of Generation Z and 54% of Millennials) say they would associate content that included hate speech with ads that are displayed nearby. Source: Deloitte...
2021-04-14 12:01:00 | demographics investing
... post-pandemic," concluded Cecelia Girr, Director of Cultural Strategy for TBWA's Backslash. The Future of Finance report can be downloaded at https://www.backslash.com/futureof. Source: Backslash...
2021-04-14 12:00:01 | demographics investing
... assets, grew in influence with a rising share of households and Assets Under Management (AUM). During the study period, the Mass Market grew from 30% to 38% of households with Mass Affluent ($100K to ...
2021-04-08 12:00:00 | small business
... een better since the pandemic unfolded," says Hunter Stokes, president of FranchiseVentures. "The next several months should show a wave of startups based on this data." Source: FranchiseInsights.com...
2021-04-01 18:00:00 | financial planning demographics
... nses to future planning vary widely by environment and demographics. Financial preparation outlooks are positive for most groups, despite their current individual situation. Full Study: https://www.scoresense.com/emergency-preparation-study/ All figures, unless otherwise stated, are from PeopleFish. This study was conducted from a sample of 1,080 consumers in the United States aged 18+. The margin of error for total respondents is +/-3% at the 95% confidence level. Source: ScoreSense...
2021-04-01 16:00:00 | demographics investing
... llected by Greenlight through a ResearchScape survey fielded between February 26 and March 2, 2021, among 1,029 respondents in the U.S. ages 13-20. Source: Greenlight Financial Technology, Inc....
2021-03-31 14:00:00 | pandemic spending
... ard companies that invent novel offerings and business models catering to more frugal wallets. These include secondhand markets, rental services, and "sharing economy" businesses—all likely to be facilitated by digital features. The pandemic accelerated the move to digitized lifestyles, permanently raising expectations for convenience: Faced with pandemic lockdowns, consumers have become accustomed to digital capabilities that save time and effort in every stage of the customer journey. In both consumer and B-to-B industries, brands will need to meet new standards: "anytime–anywher...
2021-03-30 12:00:02 | economy demographics
... baseline score of 100 from when it was established in October 1996. It peaked at +152 in January 2000, at the height of the dot-com boom, and hit a low of -81 in February 2009. Source: Wells Fargo...
2021-03-12 15:00:00 | demographics retirement
... this year brought on. But if the pandemic has taught us anything, it’s to expect the unexpected—and putting a little away now can help ease the burden when times get tough.” Source: E*TRADE...
2021-03-12 14:00:04 | demographics health
... ddress mental health and substance abuse issues, and regularly communicating those benefits are ways employers can create supportive workplaces that promote behavioral health. Source: The Standard...
2021-02-25 | investing demographics
... ed to 2020, 60 percent of Black Americans say they feel their situations will improve, compared to only 40 percent of white Americans who felt the same way. Source: Charles Schwab/Ariel Investments...
2021-02-22 14:00:00 | investing demographics
... rting and stock screeners. A free mobile trading app is essential for more than half of investors 40 and under (52%) vs. fewer than 1 in 3 (31%) investors older than 40. Source: TradeZero America...
2021-02-22 | investing demographics
... lation. All responses were reviewed by researchers for quality control. We defined generations as the following ages in 2021: Generation Z: 18 to 24 Millennial: 25 to 40 Source: MagnifyMoney...
2021-01-25 12:00:00 | workplace demographics employment
... cluding insight on employee mental health and sentiment on returning to the office. To learn more, download the eBook at https://www.nintex.com/nintexworkplacestudy2021_ebook_0121/. Source: Nintex...
2021-01-05 | housing demographics
... verside (1% value gap), San Antonio (3%), Las Vegas (3%), and Portland (4%). Among the most unequal are Detroit (46% value gap), Buffalo (43%) Birmingham (43%), St. Louis (41%), and Milwaukee (40%). ...
2020-06-25 09:26:29 | advice
... nder and age profile as their own. This trend reinforces the need for financial advisory firms to address the disconnect between what the industry currently looks like and changing U.S. demographics. The survey was conducted earlier this year, just less than two years after the initial one in 2019. The joint survey of financial advisors and consumers found that among individuals who work with an advisor, clients are significantly more likely than those in 2019 to have a preference on their advisor’s age (61% vs 31%), gender (38% vs 12%) and race (34% vs 8%). This is largely due to wan...
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