The ability of your firm to capture and manage retirement assets is critical: there are currently over $4.2 trillion in IRA assets and an additional $3.0 trillion ready to roll over in the next 10 years.

To enable our member-firms to better manage their retirement strategy, IXI has developed an exclusive Retirement Practice. 

IXI is uniquely qualified to enable your firm to understand the retirement market:  we directly measure over $2.7 trillion in retirement assets, nearly two-thirds of the total market. Retirement assets are collected from over 27 of the nation’s top financial services firms, all of which are members of IXI’s consortium.

Firms who become practice members will contribute to the direction of the research, and will benefit from both customized analyses and shared costs.  The practice’s initial deliverables and actionable findings will include:

• National Market Retirement & Rollover Behavior Study – statistics, trends, and analyses revealing the current state of market
• Benchmark Report – firm specific custom-built retirement database to compare your firm to your peers within relevant geographies

For more information, please fill out the form to the right

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