A recent survey of U.S.-based financial advisers revealed they expect elevated volatility in 2023 and will position their clients more defensively.
Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with fixed-annuity index provider to build out product offering; and more.
The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors locking in higher interest rates as well as seeking safety from market volatility.
New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says it’s important to know the business, and people, that you want to be your clients.
Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their dominance over the next five years, according to ISS Market Intelligence.
Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.
After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations to achieve greater diversification.
41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of American investors. She’s getting the chance with an IRA aimed at the gig economy.
Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers to work with plan sponsors on their financial benefit programs.
Insurance outsourcing firm RetireOne partners with Nationwide on annuities for investment advisers. But recent research brings into question just how much advisers want to talk annuities with clients.
Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.
There are numerous student loan debt assistance and benefit options that advisers can bring to employers, according to a panel of experts who met last week.
John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid alternative investment product; and more.
Although women live longer than men, many retire earlier than planned and few can save enough to reach the income replacement levels as men in retirement.
Firms offering low-cost smaller company retirement plans say business is booming despite market volatility, but opinions are mixed on how impactful SECURE 2.0 would be for small business uptake.