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Services offered by financial advisors to retirees in the U.S. 2018
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Services offered by financial advisors to retirees in the U.S. 2018
Services offered by financial advisors to retirees in the United States in 2018
by M. Szmigiera,
last edited
Apr 11, 2019
This statistic presents the services offered by financial advisors to retirees in the United States in 2018. At that time, 77 percent of advisors helped with retirement investment decisions.
Services offered by financial advisors to retirees in the United States in 2018
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Description
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by M. Szmigiera,
last edited
Apr 11, 2019
This statistic presents the services offered by financial advisors to retirees in the United States in 2018. At that time, 77 percent of advisors helped with retirement investment decisions.
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- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- December 2018
- Region
- United States
- Survey time period
- July 6 to 31th, 2018
- Number of respondents
- 775 respondents
- Age group
- 50 years and older
- Special properties
- U.S. retirees that worked for a for-profit company for the majority of their career; among those using a financial advisor
- Method of interview
- Online survey
- Supplementary notes
- Multiple answers were possible.
Source
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- December 2018
More information
- Region
- United States
- Survey time period
- July 6 to 31th, 2018
- Number of respondents
- 775 respondents
- Age group
- 50 years and older
- Special properties
- U.S. retirees that worked for a for-profit company for the majority of their career; among those using a financial advisor
- Method of interview
- Online survey
- Supplementary notes
- Multiple answers were possible.
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Assets under management by pension funds in the Netherlands 2011-2017
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Pension funds net investment rate of return in European countries 2017
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Assets of eurozone pension funds as of 2017, by asset type
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Statistics on "Pension funds in the Netherlands"
- General overview
The most important statistics
- Pension funds as a share of gross domestic product (GDP) in selected European countries as of 2017Pension funds as GDP share in selected European countries as of 2017
- Total number of compulsory industry-wide pension funds in the Netherlands from 1997 to 2018Total number of compulsory industry-wide pension funds Netherlands 1997-2018
- Total investments of pension funds in the Netherlands from 2008 to 2016 (in billion euros)Total investments of pension funds in the Netherlands 2008-2016
- Quarterly policy funding ratio of the five largest pension funds in the Netherlands from 1st quarter 2016 to 2nd quarter 2018Policy funding ratio of the five largest pension funds in the Netherlands 2016-2018
- Number of pension funds per average funding ratio in the Netherlands from 1st quarter 2015 to 1st quarter 2019Number of pension funds per average funding ratio in the Netherlands 2015-2019
- Value of financial assets of pension funds in Netherlands as of 2016, by asset type (in million euros)Financial assets of pension funds in Netherlands in 2016, by asset type
- Estimated average funding ratio of pension funds in the Netherlands, based on market information from 1st quarter 2015 to 1st quarter 2019Estimated funding ratio of pension funds in the Netherlands 2015-2019
- Total number of pension participants per average funding ratio in the Netherlands from 1st quarter 2015 to 1st quarter 2019Pension participants per average funding ratio in the Netherlands 2015-2019
- Domestic investments
The most important statistics
- Total investment of pension funds in the Netherlands from 2007 to 2017 (in million U.S. dollars)Investments of pension funds in Netherlands 2007-2017
- Total short-term investments of pension funds in the Netherlands from 2006 to 2016 (in million euros)Total short-term investments of pension funds in the Netherlands 2006-2016
- Total long-term investments of pension funds in the Netherlands from 2006 to 2016 (in million euros)Total long-term investments of pension funds in the Netherlands 2006-2016
- Total investments of pension funds in currency and transferable deposits in the Netherlands from 2006 to 2016 (in million euros)Investments of pension funds in currency transferable deposits Netherlands 2006-2016
- Total investments of pension funds in long-term loans in the Netherlands from 2006 to 2016 (in million euros)Total investments of pension funds in long-term loans in the Netherlands 2006-2016
- Total investments of pension funds in debt securities in the Netherlands from 2008 to 2016, by type of investment (in billion euros)Investments pension funds debt securities Netherlands, type of investment 2008-2016
- Total value of pension funds investments in shares in the Netherlands from 1st quarter 2015 to 2nd quarter 2018 (in million euros)Quarterly value pension funds investments in shares in the Netherlands 2015-2018
- Total value of pension funds investments in infrastructure in the Netherlands from 1st quarter 2016 to 2nd quarter 2018 (in million euros)Quarterly value pension funds investments in infrastructure in Netherlands 2015-2018
- Assets and income
The most important statistics
- Total value of assets under management (AUM) by pension funds in the Netherlands from 2011 to 2017 (in million euros)Assets under management by pension funds in the Netherlands 2011-2017
- Development of financial assets of pension funds as a ratio of GDP in Netherlands from 2010 to 2017GDP ratio of pension funds financial assets in Netherlands 2010-2017
- Net investment rate of return on pension funds investments in selected European countries as of 2017Pension funds net investment rate of return in European countries 2017
- Financial assets of eurozone pension funds as of the fourth quarter of 2017, by asset type (in billion euros)Assets of eurozone pension funds as of 2017, by asset type
- Total direct investment income from dividend of pension funds in the Netherlands from 2007 to 2017 (in million euros)Direct investment income from dividend of pension funds in the Netherlands 2007-2017
- Total direct investment income from interest of pension funds in the Netherlands from 2007 to 2017 (in million euros)Direct investment income from interest of pension funds in the Netherlands 2007-2017
- Retirement pension (AOW)
The most important statistics
- Total number of old age pensions (AOW) in the Netherlands from 1998 to 2018 (in 1,000s)Total number of old age pensions (AOW) in the Netherlands 1998-2018
- Total number of members in retirement pensions in the Netherlands from 1998 to 2018 (in 1,000s)Total number of members in retirement pensions in the Netherlands 1998-2018
- Total government expenses on old age pensions (AOW) and surviving relatives benefits (Anw) from 2014 to 2018 with a forecast for 2019 and 2020 (as share of GDP)Forecast government expenses old age pensions surviving relatives benefits 2014-2020
- Do you think it is a good or a bad thing that the retirement age for old age pensions (AOW) is raised?*Opinions on raising the retirement age among employees in the Netherlands 2017
- Are you mentally capable of working in your current job until you are 67 years and three months or older?*Opinions mental capacity to do current job raised retirement age the Netherlands 2017
- Do you think you are physically capable of working in your current job until you are 67 years and three months or older?*Physical capacity to do current job until raised retirement age the Netherlands 2017
- Are you in favor or against a flexible retirement age?*Opinions on flexible retirement age among employees in the Netherlands 2017
- Are you in favor or against bringing back the retirement age for old age pensions (AOW) to 65 years?*Opinions restoring retirement age of 65 years among employees in the Netherlands 2017
- Other types of pensions
The most important statistics
- Total number of company pension funds in the Netherlands from 1997 to 2018Total number of company pension funds in the Netherlands 1997-2018
- Total number of members in orphan's pensions in the Netherlands from 1998 to 2018 (in 1,000s)Total number of members in orphan's pensions Netherlands 1998-2018
- Total number of members in temporary retirement pensions in the Netherlands from 1998 to 2018 (in 1,000s)Total number of members in temporary retirement pensions the Netherlands 1998-2018
- Total number of members in temporary survivor's pensions in the Netherlands from 1998 to 2018 (in 1,000s)Total number of members in temporary survivor's pensions Netherlands 1998-2018
- Total number of members in disability pensions in the Netherlands from 1998 to 2018 (in 1,000s)Total number of members in disability pensions in the Netherlands 1998-2018
- Total number of members in partner's pensions in the Netherlands from 1998 to 2018 (in 1,000s)Total number of members in partner's pensions Netherlands 1998-2018
- Total number of optional industry-wide pension funds in the Netherlands from 1997 to 2018Total number of optional industry-wide pension funds Netherlands 1997-2018
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Statistics
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Ways of HNW virtual communication with financial advisor worldwide 2014, by age
- What U.S. Americans will miss in retirement 2013
- Number of pensioners of secondary law with a direct right in France 2016, by gender
- Retired persons receiving a flat-rate increase for third person in France 2016
- Number of pensioners receiving a flat-rate increase for children in France 2016
- Number of pensioners of secondary right served alone in France 2016, by gender
- Reasons for consumers to not consult a financial advisor in the Netherlands in 2017
- Reasons for consumers to use financial advisors in the Netherlands in 2017
- Number of general plan pensioners with derogations by gender in France 2016
- U.S. retirees' worries about living a long life 2013
- Number of pensioners under secondary law pension plan by gender in France 2016
- Number of early retirement by gender in France 2016
- Expected main source of retirement income in the U.S. 2018
- Savings and investments held by retirees in the U.S. 2018
- Change in financial situation post-retirement in the U.S. 2018
- Change in spending behavior post-retirement in the U.S. 2018
- Italy: opinion on the pension advance system 2016
- Reasons for working with financial professional among U.S. Millennials 2014
Studies
- Retirement assets worldwide
- The 2019 Retirement Confidence Survey
- The Aegon Retirement Readiness Survey 2019
- The Aegon Retirement Readiness Survey 2018
- The 2018 Retirement Confidence Survey
- Global Investor Study 2018
- Savings in the United Kingdom (UK)
- The Aegon Retirement Readiness Survey 2016
- Online banking in the Benelux
- The Aegon Retirement Readiness Survey 2017
- Online banking in Italy
- The 2017 Retirement Confidence Survey
- Global Investor Study 2017
- The Four Keys to Longevity (U.S. edition)
- Indagine sul Risparmio e sulle scelte finanziarie degli italiani 2018
Statistics on "Pension funds in the Netherlands"
- Pension funds as a share of gross domestic product (GDP) in selected European countries as of 2017
- Total number of compulsory industry-wide pension funds in the Netherlands from 1997 to 2018
- Total investments of pension funds in the Netherlands from 2008 to 2016 (in billion euros)
- Quarterly policy funding ratio of the five largest pension funds in the Netherlands from 1st quarter 2016 to 2nd quarter 2018
- Number of pension funds per average funding ratio in the Netherlands from 1st quarter 2015 to 1st quarter 2019
- Value of financial assets of pension funds in Netherlands as of 2016, by asset type (in million euros)
- Estimated average funding ratio of pension funds in the Netherlands, based on market information from 1st quarter 2015 to 1st quarter 2019
- Total number of pension participants per average funding ratio in the Netherlands from 1st quarter 2015 to 1st quarter 2019
- Total value foreign investments by pension funds from the Netherlands from 4th quarter 2015 to 4th quarter 2017 (in billion euros)
- Total foreign investments of pension funds in the Netherlands in 2017, by type of investment (in billion euros)
- Total investment of pension funds in the Netherlands from 2007 to 2017 (in million U.S. dollars)
- Total short-term investments of pension funds in the Netherlands from 2006 to 2016 (in million euros)
- Total long-term investments of pension funds in the Netherlands from 2006 to 2016 (in million euros)
- Total investments of pension funds in currency and transferable deposits in the Netherlands from 2006 to 2016 (in million euros)
- Total investments of pension funds in long-term loans in the Netherlands from 2006 to 2016 (in million euros)
- Total investments of pension funds in debt securities in the Netherlands from 2008 to 2016, by type of investment (in billion euros)
- Total value of pension funds investments in shares in the Netherlands from 1st quarter 2015 to 2nd quarter 2018 (in million euros)
- Total value of pension funds investments in infrastructure in the Netherlands from 1st quarter 2016 to 2nd quarter 2018 (in million euros)
- Total value of pension funds investments in mortgages in the Netherlands from 1st quarter 2015 to 2nd quarter 2018 (in million euros)
- Total value of pension funds investments in hedge funds in the Netherlands from 1st quarter 2015 to 2nd quarter 2018 (in million euros)
- Total property investments of pension funds in the Netherlands from 2006 to 2016 (in billion euros)
- Total investments of pension funds in financial derivatives in the Netherlands from 2008 to 2016, by type of investment (in billion euros)
- Total value of assets under management (AUM) by pension funds in the Netherlands from 2011 to 2017 (in million euros)
- Development of financial assets of pension funds as a ratio of GDP in Netherlands from 2010 to 2017
- Net investment rate of return on pension funds investments in selected European countries as of 2017
- Financial assets of eurozone pension funds as of the fourth quarter of 2017, by asset type (in billion euros)
- Total direct investment income from dividend of pension funds in the Netherlands from 2007 to 2017 (in million euros)
- Total direct investment income from interest of pension funds in the Netherlands from 2007 to 2017 (in million euros)
- Total number of old age pensions (AOW) in the Netherlands from 1998 to 2018 (in 1,000s)
- Total number of members in retirement pensions in the Netherlands from 1998 to 2018 (in 1,000s)
- Total government expenses on old age pensions (AOW) and surviving relatives benefits (Anw) from 2014 to 2018 with a forecast for 2019 and 2020 (as share of GDP)
- Do you think it is a good or a bad thing that the retirement age for old age pensions (AOW) is raised?*
- Are you mentally capable of working in your current job until you are 67 years and three months or older?*
- Do you think you are physically capable of working in your current job until you are 67 years and three months or older?*
- Are you in favor or against a flexible retirement age?*
- Are you in favor or against bringing back the retirement age for old age pensions (AOW) to 65 years?*
- Total number of company pension funds in the Netherlands from 1997 to 2018
- Total number of members in orphan's pensions in the Netherlands from 1998 to 2018 (in 1,000s)
- Total number of members in temporary retirement pensions in the Netherlands from 1998 to 2018 (in 1,000s)
- Total number of members in temporary survivor's pensions in the Netherlands from 1998 to 2018 (in 1,000s)
- Total number of members in disability pensions in the Netherlands from 1998 to 2018 (in 1,000s)
- Total number of members in partner's pensions in the Netherlands from 1998 to 2018 (in 1,000s)
- Total number of optional industry-wide pension funds in the Netherlands from 1997 to 2018
- Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level
- Ways of high net worth individuals' virtual communication with financial advisor worldwide in 2014, by age
- What U.S. American pre-retirees will miss when they leave work for retirement 2013
- Total number of pensioners under the general pension plan of secondary legislation served with a direct right in France as of December 31st, 2016, by gender
- Total number of pensioners under the general plan receiving a lump sum increase for a third person in France as of December 31, 2016, by gender
- Total number of general pensioners receiving a flat rate increase for children in France as of December 31st, 2016, by gender
- Total number of retired persons under the general secondary-law pension plan served alone in France as of December 31, 2016, by gender
- What is the reason you eventually did not consult a financial advisor?*
- Did you ever use the services of a financial advisor for one of the following?*
- Total number of pensioners under the general pension plan having derogations in France as of December 31st, 2016, by gender
- U.S. American retirees biggest worries about living a long life 2013
- Total number of pensioners under the general pension plan of secondary legislation in France as of December 31st, 2016, by gender
- Total number of early retirement from the general scheme in France as of December 31st, 2016, by gender
- Expected main source of retirement income in the United States as of 2018
- Savings and investments held by retirees in the United States in 2018
- Since entering retirement, has your personal financial situation improved, declined, or stayed the same?
- Since entering retirement, how has your spending changed compared to when you were working?
- Which of the following opinion about the mechanism advanced by the government for the pension advance system* do you agree more with?
- Why did you choose to work with a financial professional in the past?
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