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Inside the Retirement Investor Mindset

Insights and strategies to help close the retirement savings gap.

Inside the Retirement Investor Mindset

The character of today’s retirement investor is changing. When you understand how perceptions shape behavior, you can boost retirement readiness.

For a new research study in partnership with The Center for Generational Kinetics (CGK), Broadridge surveyed 1,003 U.S. respondents aged 22 to 59 on how they are saving for retirement and how expectations shape behavior.

Some of the results were surprising. Many investors favor the advice of family and friends over a professional when it comes to making decisions. And the fear of another market crash persists.

This infographic provides a summary of the key findings along with strategies providers can use to boost retirement readiness.