Attitudes Toward The Importance of Unbiased Financial Advice
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- Marilyn Porter
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1 Attitudes Toward The Importance of Unbiased Financial Advice Findings from a national survey of adults ages 25 and older conducted in April
2 About AARP AARP is a nonprofit, nonpartisan organization, with a membership of nearly 38 million, that helps people turn their goals and dreams into real possibilities, strengthens communities and fights for the issues that matter most to families such as healthcare, employment and income security, retirement planning, affordable utilities and protection from financial abuse. We advocate for individuals in the marketplace by selecting products and services of high quality and value to carry the AARP name as well as help our members obtain discounts on a wide range of products, travel, and services. A trusted source for lifestyle tips, news and educational information, AARP produces AARP The Magazine, the world's largest circulation magazine; AARP Bulletin; AARP TV & Radio; AARP Books; and AARP en Español, a Spanish-language website addressing the interests and needs of Hispanics. AARP does not endorse candidates for public office or make contributions to political campaigns or candidates. The AARP Foundation is an affiliated charity that provides security, protection, and empowerment to older persons in need with support from thousands of volunteers, donors, and sponsors. AARP has staffed offices in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Learn more at The views expressed herein are for information, debate, and discussion, and do not necessarily represent official policies of AARP. Acknowledgments SSRS of Media, Pennsylvania conducted this survey for AARP using its telephone omnibus service. S. Kathi Brown of AARP Research prepared this report. The author would like to thank Alicia Williams, Laura Mehegan, and Karen Turner for their help with the report. For additional information about the survey, contact S. Kathi Brown at skbrown@aarp.org. Media inquiries should be directed to AARP s Media Relations Office at media@aarp.org. 2
3 Background On April 6, 2016, the U.S. Department of Labor released a new rule that affects professional financial advice related to retirement savings accounts, such as 401(k) plans and IRAs. This rule states that, when giving investment advice to people with retirement savings accounts, financial advisors must give advice that is in the best interest of the account holders. In order to gauge the public s reaction to this new rule, AARP conducted a nationally representative survey of adults ages 25 and older who currently have or who have had a retirement savings account. The specific objectives of the survey were to: Assess reactions to the importance of receiving financial advice that is in one s best interest Measure support for the new rule Determine the different types of channels through which retirement account holders receive professional financial advice 3
4 Key Findings and Implications Key Findings An overwhelming majority of retirement account holders 1 ages 25+ express support for the recently announced rule and believe it is important for financial advisors to give financial advice in a client s best interest. Nearly nine in ten (88%) retirement account holders think it is important that professional financial advisors give advice that is in the best interest of their clients. More than nine in ten (92%) of those who have received professional advice in the past view this as important, compared to 79% of those who have not received professional advice. Roughly nine in ten (91%) retirement account holders agree with the recently announced rule that requires professional financial advice to be in a client s best interest. 93% of those who have received professional advice in the past agree with the rule, compared to 87% of those who have not received professional advice. Overall, seven in ten (70%) have received professional financial advice in the past. Another 10% have not yet received professional advice but expect to in the future. Implications The widespread use of professional financial advice among retirement account holders underscores the new rule s importance in ensuring that individuals who are saving for retirement can trust that the professional advice offered to them is in their best interest. 1 For simplicity, this report refers to all respondents as retirement account holders because all respondents either currently have a retirement account or have had one in the past. 4
5 Detailed Findings
6 Nearly nine in ten (88%) think it is important that professional financial advisors give advice that is in the best interest of their clients. How important do you think it is that professional financial advisors give financial advice to clients that is in the best interest of their clients? 1% 3% 8% 88% 14% 73% Very Important Somewhat Important Not too important Not at all important Don't know 6
7 Majorities across groups view this as very important, particularly those who have received professional financial advice and those ages In fact, 81% of those who have received professional advice view this as very important, compared to 57% of those who have never received such advice. How important do you think it is that professional financial advisors give financial advice to clients that is in the best interest of their clients? Received professional advice (n=718) Never received (n=289) Very Important 81%* 57% Very/Somewhat Important 92%* 79% Age (n=367) Age 50+ (n=640) Definitely 29% Definitely 31% 78%* 69% Very 28% 91%* 85% Very 5% *Percentages in bold with asterisk are statistically significantly higher than the corresponding percentages for other subgroups. (e.g. In the two rows with data broken out by use of advice, the 81% is statistically significantly larger than the 57%.) 7
8 Nine in ten (91%) support the new rule that requires financial advisors to give advice that is in the best interest of retirement account holders. Recently a new rule was announced that affects professional financial advice related to retirement savings accounts, such as 401(k) plans and IRAs. This rule says that, when giving investment advice to people with retirement savings accounts, financial advisors must give advice that is in the best interest of the account holders. Do you agree or disagree with this rule? 4% 2% 2% 91% agree 18% 73% Strongly Agree Somewhat Agree Somewhat Disagree Strongly Disagree Don't know 8
9 Majorities across groups agree with this rule, particularly those who have received professional financial advice. In fact, among those who have received professional advice, 78% strongly agree.... Do you agree or disagree with this rule? Received professional advice (n=718) Never received (n=289) Strongly Agree 78%* 62% Strongly/Somewhat Agree 93%* 87% Age (n=367) Age 50+ (n=640) Definitely 29% Definitely 31% 73% 73% Very 28% 93% 90% Very 5% *Percentages in bold with asterisk are statistically significantly higher than the corresponding percentages for other subgroups. (e.g. In the two rows with data broken out by use of advice, the 78% is statistically significantly larger than the 62%.) 9
10 Retirement account holders receive professional financial advice from a variety of channels, with the most common being the financial company that manages their retirement savings account. Overall, 70% have received financial advice from at least one of the professional sources shown below, and another 10% expect to receive financial advice from at least one of these sources in the future. Have you (or your spouse/or your partner) ever received-- or do you expect to receive at some point --professional financial advice from any of the following? Someone from the financial company that manages your retirement savings account Personal accountant or CPA Personal financial advisor Someone from your bank or other financial institution where you have non-retirement accounts 44% 37% 33% 32% 15% 15% 13% 15% 70% have received professional advice from at least one of these; another 10% have never received advice but expect to at some point. Lawyer 27% 17% 0% 20% 40% 60% 80% 100% Yes, have received advice No, but expect to 10
11 Majorities across groups have either received professional advice or expect to, especially those with higher incomes and more education. For example, 91% of those with household incomes of $75,000 or more have either received advice (84%) or expect to (7%), compared to 66% of those with household incomes less than $25,000 (44% received; 22% expect to receive). Have you (or your spouse/or your partner) ever received-- or do you expect to receive at some point --professional financial advice from any of the following? Have received advice Have not, but expect to Have not; do not expect to High school degree or less (n=248) Some college (n=274) 4-year college degree or more (n=484) 58% 70%* 80%* 13% 13% 7% 29%* 17% 13% HH income less than $25,000 (n=119) $25,000 - $49,999 (n=240) $50,000- $74,999 (n=147) $75,000 or more (n=359) 44% 60%* 67%* 84%* 22%* 12% 11% 7% 34%* 28%* 22%* 9% Age (n=367) Age 50+ (n=640) 71% 69% 12% 9% 17% 22% *Percentages in bold with asterisk are statistically significantly higher than the corresponding percentages for other subgroups. (e.g. In the three rows with data broken out by educational attainment, the 80% and 70% are statistically significantly higher than the 58%.) 11
12 Appendix
13 Profile of the Respondents Retirement Savings Account Currently have one 86% Not now, but in past 14% Age % % Gender Male 49% Female 51% Education High school degree or less 35% Some college 24% 4-year degree or more 41% Household Income $25,000 or less 11% $25,000 - $49,999 22% $50,000 - $74,999 16% $75,000 or more 38% Refused 12% 13
14 Methodology This survey was conducted for AARP via telephone by SSRS, an independent research company. Interviews were completed from April 8 through April 17, 2016 among a nationally representative sample of 1,007 adults ages 25 and older who currently have or who have had in the past a retirement savings account. Respondents were reached on landlines and cell phones, with 60% of the interviews completed on cell phones and the remaining 40% on landlines. The margin of error among all 1,007 respondents is +/- 3.7% at the 95% confidence level. 14
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