The Diversified Services Group, Inc. (DSG) brings its unique approach and expertise to the retirement market. With over 20 years of financial services experience and a sustained focus on rthe retirement market, our research provides clients with critical and actionable knowledge enabling them to:
For syndicated Research initiatives, DSG is partnering with Greenwald & Associates, who offers more than two decades of retirement market and financial services industry research, including the Retirement Confidence Survey. The combination of the two firm's breadth of experience and expertise on the retirement market and research effort will provide Sponsors of our syndicated research with better understanding and valuable insight into the retirement income market and the ability to better develop the meaningful and profitable responses to growing demand for sustainable retirement oriented strategies and financial solutions.
Available for 2017, DSG's Multi-Sponsor/Syndicated Market Research Projects include:
This popular, annual multi-phase syndicated research program offered by The Diversified Services Group, Inc. (DSG) and Greenwald and Associates and at reasonable cost, is designed to provide sponsors with a comprehensive and in-depth understanding of the finance-related needs and preferences of pre-retirees and retirees. The annual program is now entering its fifth year and has already produced a number of important new insights which indicate that some commonly held industry assumptions about retiree preferences are inaccurate.
For 2017, we will focus on people ages 60-75 with investable assets of $200,000 and include additional samples of those with investable assets of $100,000 to $199,999 and people ages 50-59. We will also conduct research on established financial advisors (minimum net income of at least $150,000) with a meaningful practice focus on retirement planning and retirees.
The main learning objectives for the research planned for the 2017 program include:
These learning objectives will be met by seven distinct research projects, including:
Sponsors of the Research program will be invited to contribute input to all discussion guides, survey questions, interview guides, and concepts to be examined in each research module. At the completion of each phase of the program, Sponsors will receive a report on the findings from that phase.
A presentation of key findings, recommendations and discussion points will be provided to the sponsors of the program in a format conducive to an active exchange of ideas. All Sponsors will be invited to send representatives to the daylong session. Following this Sponsors' Forum, each sponsor may also choose to receive a 1 to 2 hour customized on-site presentation at their offices.
The Diversified Services Group (DSG) and Greenwald & Associates, a leading national market research firm, are partnering to conduct the 13th Study of Retirement Income Products, Issues and Market Trends. Originally launched in 2000, this latest syndicated Study will determine how companies in all aspects of the financial services industry are adapting to the rapidly changing retirement income market landscape. Note: To the extent the DOL Fiduciary Rules are implemented, the Study will look at their effect on product development and initiatives in this area. Drawing from interviews with executives from prominent companies representing all segments of the financial services industry and an industry survey of financial services companies, this study will provide a comprehensive overview of the latest product trends, visions of where the retirement income market is heading, and retirement management strategies that address the need to provide viable retirement income solutions for those transitioning into retirement and retirees.
The future of retirement-oriented products is less clear than it has been since the 80's when 401k plans first came into existence and greater self-reliance and responsibility were passed to consumers to provide for their own personal retirement income. The Fiduciary Standards regulations will clearly impact the products that advisors recommend, but in ways that, at this point, are somewhat hard to predict. Simultaneously, the investment climate is significantly different than it has been for some time.
The retirement products' market is certain to grow: demographics alone will drive that outcome. But to succeed it is important for companies to anticipate key product success factors. DSG has conducted more than twelve Retirement Income Product surveys and led numerous industry forums on retirement income topics. Our firm has a history of success in implementing studies of financial services companies' plans and assessments of the retirement income market.
The Syndicated Research effort will have two components:
Financial services companies/executives survey: An online confidential survey of financial services companies/ executives who focus on the retirement market. The survey will be designed to identify and examine key metrics and tactics for specified retirement income products, as well as up and coming niche solutions. The aggregated results of the survey will provide information on retirement income products currently offered, including all types of annuities, life settlements, annuities and life insurance with living benefits, long term care insurance, payout, income oriented, and outcome oriented mutual funds. Also included will be the types of products planned to be introduced in the next two years. The Products to be considered in the survey will be specified, by DSG, Greenwald and Associates, and from Industry/Sponsor input.
In-depth executive interviews: The study will also include a series of in-depth confidential interviews with select industry executives. Individual responses will not be identified. The series of interviews with industry thought leaders will address their expectations and plans for the retirement income business, both now and in the future.
Sponsors of the Study of Retirement Income Products, Issues and Market Trends will receive a full Report, covering in-depth survey and interview research results, along with our analysis and directional considerations derived from the Research. Sponsorship will also include a webinar reviewing the research results with individual Sponsor firms.
For additional information and a more detailed description of the program, please contact Borden Ayers of DSG at 610-989-1710, ext. 2; firstname.lastname@example.org or click here to request more information.
This program highlights business and marketing opportunities to pre-retired and retired individuals and households. The research program, developed and conducted jointly by Greenwald & Associates and DSG, provides financial services companies with new insights that will enable Subscribers to better target their marketing and product development and better penetrate the rapidly growing older age segment. Similar to previous years, elements of the Annual Research Program were renewed in order to track consumer reactions to new perspectives and challenges that result from ongoing changes in the financial and regulatory environment, as well as understanding retiree life events and their effect on behaviors and attitudes.
In this recently completed multi-faceted study, the Retiree Insights Program focused on retirement income planning issues from the perspective of the consumer as well as the financial advisor. These issues included assessments of financial risks; strategies for producing income; the importance of income guarantees; spending behaviors; planning processes; health care expense planning; and the optimal role and breadth of services for the financial advisor. This was achieved through six distinct research stages, examining people ages 60 to 80 with investable assets of at least $200,000 and financial advisors, experienced in providing retirement income planning and solutions to their client base.
The learning objectives of the 4th annual Retiree Insights program were as follows:
The 4th Annual Retiree Insights Program conducted several distinct research phases spread out over the year. The basic deliverables consisted of five research phases, plus a one-day Sponsors' forum at the program's conclusion. An on-site presentation of the top line research results at the Sponsor's office is included with Subscription. The specific research phases/deliverables were as follows:
This research Program was completed in the 4th Quarter of 2016. Program results and deliverables are contained in five Reports from the research phases of the program. Executive summaries were prepared for each research module and are included with subscriptions. A summary Executive Report covering all phases of the research, analysis, and directional considerations, are also included with the Program deliverables, along with a Summary Presentation Deck developed for and presented at a Sponsors Forum in November, 2016,. The Summary Presentation Deck underscores key findings from the program and was supplemented by findings taken from various other complementary research studies conducted by Greenwald and Associates and DSG. The presentation was used to frame the one day Sponsors' Forum attended by representatives from all the Sponsoring firms.
For more information about the Research Projects, click here.
Contact: Wm. Borden Ayers
Phone: (610) 989-1710 x 2; E-mail: bordena@DSG-Network.com