Research / WMIQ

The latest in Financial Advisor research and tools that can help your practice. WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.

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Exclusive Research: Advisors Remain Focused on Client Relationships

Mar 17, 2020

Building personal connections inform the majority of advisors’ activities

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Exclusive Research: Advisors Continue to Build Compliance Resources

Dec 05, 2019

Increased attention to regulatory compliance appears to be paying off at audit time.

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Exclusive Research: How Advisors are Using Fixed Index Annuities

Sep 26, 2019

Advisors see value in fixed index annuities, but complexity may be holding them back.

How Advisors Are Using Variable Annuities

Jun 17, 2019

From retirement income tools to principal protection, advisors turn to variable annuities in a host of situations.

How Advisors Are Using Variable Annuities: 5 Takeaways

Jun 14, 2019

From retirement income tools to principal protection, advisors turn to variable annuities in a host of situations.

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[CANNEX Research] Comparing the Performance of Annuities with Principal Guarantees: Accumulation Benefit in a VA versus FIA

May 13, 2019

Read this research paper to learn why a variable annuity with a GMAB may be the right choice for retirement investors.

Plan Advisor Views on Target Date Funds: 5 Takeaways

Apr 18, 2019

Part 1: TDFs are an important tool in many retirement plans

Apr 18, 2019

Trend suggests that if goals-based investing is in fact gaining broader popularity, TDFs may benefit from increased usage as well.

Part 2: Helping overcome risks to retirement

Apr 18, 2019

Plan advisors do not agree on any one primary risk to individuals’ retirement savings, but a majority of advisors agree that the top two risks are longevity and volatility.

Part 3: TDFs, An issue of control

Apr 18, 2019

The same factors that make TDFs attractive to certain clients are also among the ones that trigger the greatest amount of concern among other clients.

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