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Investing and Retirement Planning

Webinars

Webinar: Uncertain Futures – 7 Myths About Millennials and Investing

Millennials, on the cusp of surpassing Baby Boomers as the largest adult generation, remain substantially under-invested as a segment. Why? A new report from the FINRA Foundation and CFA Institute, conducted by Zeldis Research, explores this quest...

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Introduction to Qualitative Research

Do you know someone who's new to Market Research? Make their transition into the industry a little easier with our new Introduction to Qualitative Research webinar, recorded by Zeldis Senior Research Director Kathrin Schumacher.

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Using Respondent Video in Market Research

In this short video, Andy Romano, Zeldis Research Director, discusses the benefits of using respondent video in market research.

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Webinar: A Shifting Perspective: The Voice of the Millennial Professionals.

Zeldis Research Vice President Amy Rey shares the results of a new proprietary research study, “A Shifting Perspective: The Voice of the Millennial Professionals.”

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Webinar: The Evolution of Channel and the Impact of Generation on Channel Preference in Home and Auto Insurance

Learn more about the impact of generation on channel usage and preferences in the auto and homeowners' insurance industry.

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Webinar: Finding Your Targets

Understand common sample sources for market research projects, and the advantages and disadvantages of each.

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Videos

Using Respondent Video in Market Research

In this short video, Andy Romano, Zeldis Research Director, discusses the benefits of using respondent video in market research.

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White Papers

White Paper – Conducting Research with Financial Advisors

Conducting research with financial and investment advisors can be tricky. From finding the time-pressed, elusive advisors who work with your product, to dealing with industry regulations on incentives, to limited sample sizes, your research object...

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Three Annuity Insights – Summer 2017 Update

In general, when you ask consumers what they think about annuities, you either hear a vague negative perception. Here’s some insights into the marketplace, updated for 2017.

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Guide to Selecting a Concept Testing Methodology

Answering a few simple questions can help determine your most effective strategy, depending on where you are in the concept testing process.

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Three Annuity Insights – A Zeldis Research Brief

In general, when you ask consumers what they think about annuities, you either hear a vague negative perception. Here’s some insights into the marketplace.

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White Paper: Five Quick Tips When Considering International Market Research: Part 1 – Customization

Zeldis' international market experts have come up with some quick but critical points to consider about customization when embarking on a global market research project.

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Presentations & Graphics

Retirement Redefined: The risks, rewards, and realities of Modern Retirement

Explore the risks, rewards, and realities of modern retirement in “Retirement Redefined”, our latest Thought Leadership Research.

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COVID-19 Impact on Financial Services/Insurance Research (Apr 30-May 7)

Zeldis Research conducted roundtable discussions with key researchers in the financial services and insurance industries to understand the impact of COVID-19 on their research departments.

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Infographic – 5 Key Insights Into ESG Research

View a summary of the key insights: on terminology, best ways to position ESG for investors, barriers and benefits, and how advisors are underutilized in ESG consulting.

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Presentation: The Evolution of Channel, Impact of Generation on Life Insurance Preference

Learn how Boomers, Millennials, and GenXers purchase life insurance - differently! The varying attitudes and approaches of these audiences towards buying life insurance are explored in this recent Zeldis presentation.

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Podcasts

Podcast: ESG Investing

Both consumers and financial advisors want to know more about Environmental, Social and Government (ESG) investments - for different reasons. In this new podcast Fred Gaudios describes the attitudes and behaviors of both audiences towards these...

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Podcast: Bringing Quant Data to Life – Video Open-End and “The Blob Tree”

A number of new technologies that have been used successfully in qualitative research are now being employed to help bring quantitative date to life. Two vivid examples are described here.

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Podcast – Conducting Research with Financial Advisors

Conducting research with financial and investment advisors can be tricky. Learn how you can overcome these barriers to conducting research with advisors and reap surprising and dynamic results.

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Annuity Insights Podcast

Join Fred Gaudios, Zeldis Senior Account Director, for his insights on what to consider when conducting research on annuities. With a focus on consumer research, Fred focuses on three considerations; 1) Methodology 2) Knowledge & Topic Selection ...

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