Research and Reporting


Industry Research

We gather and analyze industry insight and information that is critical for making confident and informed decisions. This includes benchmarking reports, market surveys, trend reporting, white-papers, and more.

Business fundamentals are important, but there is no substitute for data and information. We stay up to date on industry trends, challenges, and tactics through our network of resources and can quantify market trends with data and information obtained through our benchmarking services.

We regularly provide customized research and reporting services to clients, designed to solve for specific needs. Some examples of our work are provided below.

 

Fiduciary Rule Insights

A Report Series with Insights on the DOL's Final Fiduciary Rule and Conflict of Interest Regulations Through the support of Saybrus Partners, Saltzman Associates has published a series of complimentary papers that outline the main provisions and impacts of the new rules as they relate to financial institutions and their continuing efforts to provide annuity solutions to clients.

Articles      
SEC throws its hat in the ring April 18, 2018 Steven E. Saltzman Fiduciary Rule
DOL Update: Fiduciary March Madness March 22, 2018 Steven E. Saltzman Fiduciary Rule
Feels like Groundhog Day May 18, 2017 Steven E. Saltzman Fiduciary Rule
Fiduciary Delay--A Surprise Inside April 5, 2017 Steven E. Saltzman Fiduciary Rule
DOL Fiduciary Rule and Updates March 24, 2017 Steven E. Saltzman Fiduciary Rule