Other Research

Review research on financial literacy and investing from other other organizations focused on issues relating to retail investors.

FINRA Investor Education Foundation research

The FINRA Foundation implements and supports a range of research projects on the financial capability of American households and financial fraud in America to help decision-makers and practitioners advance financial well-being in communities nationwide. 

International Organization of Securities Commissions (IOSCO) - Committee 8 on Retail Investors  

The Committee's primary mandate is to conduct IOSCO's policy work on retail investor education and financial literacy. Its secondary mandate is to advise the IOSCO Board on emerging retail investor protection matters and conduct investor protection policy work as directed by the IOSCO Board. In conjunction with these mandates, IOSCO has released a number of reports focused on investor education and financial literacy.  

Retirement Confidence Survey

This annual survey is conducted by the Employee Benefit Research Institute and the independent research firm Greenwald & Associates. It gauges the views and attitudes of Americans regarding retirement, how they prepare for retirement and their confidence with regard to various aspects of retirement.