Find out what investors are doing with their money. Read full reports each quarter on the latest financial trends identified in the TD Ameritrade Investor INDEX survey series.
TD Ameritrade Institutional’s Advisor Index Survey reveals top business concerns and opportunities for independent registered investment advisors. Survey results gauge the impact of the current economic environment on RIA business operations and provide advisor views on the economy and the market.
LATEST RESEARCH & SURVEYS
Couples & Money Survey: When Tying the Knot, Many Disregard Partner's Financial Hiccups
Bad credit, mortgage foreclosure and bankruptcy may seem like obvious nuptial deal breakers, but according to TD Ameritrade's "Couples & Money" Survey love may be blind to these and other financial setbacks.
TD Ameritrade Investor Sentiment Survey
Despite much needed clarity, when asked for their 3-month outlook for investing conditions in the U.S. stock market, investors were surprisingly upbeat, according to TD Ameritrade's Investor Sentiment Survey. Nearly half (46%) of all investors said they were "optimistic."
TD Ameritrade Institutional Expands Practice Management Tools and Teams as Advisors Set a Goal to Grow in 2012
Latest Advisor Sentiment Survey Shows a Focus on Business Growth and Profitability, Overcoming Office Inefficiencies and Staff Issues
Research By Category
Personal Finance
Couples & Money Survey: When Tying the Knot, Many Disregard Partner's Financial Hiccups
Bad credit, mortgage foreclosure and bankruptcy may seem like obvious nuptial deal breakers, but according to TD Ameritrade's "Couples & Money" Survey love may be blind to these and other financial setbacks.
TD Ameritrade Investor Sentiment Survey
Despite much needed clarity, when asked for their 3-month outlook for investing conditions in the U.S. stock market, investors were surprisingly upbeat, according to TD Ameritrade's Investor Sentiment Survey. Nearly half (46%) of all investors said they were "optimistic."
Investors Waiting for Economic Uncertainty to Clear; 2012 New Years Resolutions All About "Me"
Facing an uncertain economic future, and critical of government, Americans plan to remain focused on their personal well-being in 2012. According to TD Ameritrade's annual New Year's Resolution survey, the vast majority (89%) of investors plan to make at least one personal resolution in 2012, the two most common being "have more fun" (66%) and "relax and reduce stress" (65%).
Big Name Colleges Offer Better Preparation for Workforce, Say Teens
Big name colleges prepare students for the workforce better than state schools. That's according to the majority (56%) of teens who took part in the 2011 Teens & Money survey.
New TD Ameritrade survey uncovers some of the biggest lessons learned in the aftermath of the Great Recession
A new survey has found that many investors would have done things much differently if they knew then what they know now.
Download full report on risk tolerance
While financial goals remain important, having fun and relaxing top New Year's resolutions for 2011
An annual New Year's resolution survey from TD Ameritrade has found that while "save more money" (65 percent) was included among the top three resolutions for 2011, "relax/reduce stress" (67 percent) and "have more fun" (67 percent) were the most popular responses.
New Survey Finds Number of Teens Saving For College is Up from 2009
A 2010 survey found that 66% of teens today are saving for college, up from 62% in 2009.
Money Management Trends Among Investors
New survey finds life stage, gender and generational differences when it comes to money management.
Investors Weigh in on Mutual Funds
Survey shows well over half (62 percent) of respondents invest using mutual funds.
Survey Finds Investors Ambivalent to Roth IRA Conversion Opportunity
44 percent of investors say they are still undecided on the matter.
Americans Are Determined to Save and Invest More in the New Year
75 percent of respondents report they will make at least one financial-related New Year's resolution in 2010.
Teens More Interested in Saving for College Than Ever Before
Fewer Financial Responsibilities Today Create More Savers among Teens
Sixty-two percent of young adults surveyed (ages 14-19) report saving their money to pay for all or part of college or higher education programs.
Women More Likely to Pinch Pennies in Down Economy
Women More Likely to Pinch Pennies in Down Economy
Fifty-eight percent of women surveyed are eating out less, compared to 48 percent of men.
2009 New Year's Resolution Key Points
Top New Year's Resolution for 2009 is Monetary, Not Health-Related As Usual
Forty-three percent of respondents said they are more likely to have personal finance-related resolutions for 2009.
Presidential Election and Personal Finance Survey
Survey shows 40 percent of Americans say they feel more financially insecure due to the impending presidential election.
Retirement
Reflection on Retirement Survey
Economic downturn puts a strain on already insufficient retirement savings according to a recent survey conducted by TD AMERITRADE.
Poll shows 63 percent of Americans have completely stopped contributing to their retirement plan.
Active Trading
None at this time.
RIA Trends and Sentiment
TD Ameritrade Institutional Advisor Index Survey: More Aging Advisors Make the Move to Create a Formal Succession Plan Boomers Gear up to Groom the Next Generation of Advisors
TD Ameritrade Institutional Advisor Index Survey: Fiduciary Duty Tops Reasons Clients Choose an RIA
TD Ameritrade Institutional RIA Sentiment Survey: While RIAs Add New Clients at Faster Clip, Regulatory Concerns Loom
TD AMERITRADE Institutional Survey: Independent Registered Investment Advisors Upbeat About Career and Economy
Advisors optimistic about the future after a challenging year
A new survey of independent registered investment advisors (RIAs), released by TD AMERITRADE Institutional, a division of TD AMERITRADE Holding Corporation (NASDAQ: AMTD), shows advisors are upbeat about their jobs and the outlook on the U.S economy.
Turning to Independent Financial Advisors
Most would turn to independent financial advisors during this unstable time
Survey shows that more than half of investors think a financial advisor could help them in today's market.
TD Ameritrade Client Sentiment
Client Sentiment Survey – Q3 2011
Nearly 3 in 4 retail investors (72%) are "Extremely Dissatisfied" with Congress' management of the debt ceiling issue.
Client Sentiment Survey - Q4 2010
Nearly 50 percent of clients are optimistic about the outlook for the U.S. economy, up 13 percentage points from those who reported the same in July.
Client Sentiment Survey – Q3 2009
Six in 10 clients surveyed say it will take three years or less for major market indicies to regain their all-time highs.
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