Bracing Investments for Financial Blows
Investors can better prepare for financial blows by limiting their exposure to equity, by considering risk—and by making more in...
Data & Research
EBRI Discusses Retirement Risks From Not Addressing Long-Term Care
Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.
Rollovers May Reach $1.1 Trillion by 2030: LIMRA
U.S. retail retirement plan rollovers are expected to increase by 34% in the following five years, according to LIMRA.
RIAs Continue to Accelerate Tremendous M&A Pace
Private equity-backed wealth management firms have made the lion’s share of RIA acquisitions, according to separate studies from Echelon Partners...
Running Against the Bulls: RIAs’ Economic Concerns Increase for Next 12 Months
Registered investment advisers remained more bullish than retail investors in a recent market outlook study by Schwab Asset Management, but...
Wealth Management Industry Faces ‘Talent Crisis’ Amid Growing Need for Financial Professionals
Early-career advisers said firms should invest in AI and branding to attract and retain talent, according to the annual J.D....
Alternative Investments, Gold Rank as Top Assets for Global Investor Cohort
About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth...
Q2 Sees Volatile 401(k) Trading, According to Alight
The company's 401(k) Index found investors spent most of the quarter shifting funds from stocks to fixed income.
Americans’ Net Worth Comfort Level Increases Again
A study from Charles Schwab found that Americans feel the bar to achieve monetary wealth is increasing, but they value...
Empower: Workers Desire More Retirement Savings Choices, Better Access
According to a study from Empower Retirement, workers want the option to invest in private markets and believe doing so...
Investors Still Prefer Human Touch for Financial Planning
According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.
Blackstone Advisers Wary of Public Market Volatility, Intrigued by Private Markets
A Blackstone Private Wealth survey of its financial advisers found they are concerned about public market volatility and are open...
Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities
A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a...
Most Investors Believe Financial Advisers Are Crucial to Long-Term Goals
A Morgan Stanley survey found that investors know the importance of having both a professional financial plan and an adviser.
SmartAsset Ranks Hawaii, Maine as Best States for Adviser Opportunity
The fintech provider ranked 44 states by assets under management available per SEC-registered adviser.
Despite Enthusiasm, Employees Underwhelmed About AI’s Potential
According to two different surveys, employers must go beyond just providing access to AI and do more to train their...
Investors Are Proactive in Financial Planning Amid Economic Uncertainty
Betterment survey finds younger retail investors are more involved with their financial planning than ever and are looking for guidance.
American Workers Spending Less Time Reviewing Workplace Benefits
Three in four benefits-eligible workers expressed interest in support and guidance tools to help them understand how much to set...
Plan Sponsors Interested in Plan Designs and Programs that Enhance Participant Wellness
Despite most plan sponsors feeling a strong responsibility for employees’ financial well-being, programs such as emergency savings, student loan repayment...
Student Loan Burden Lingers Beyond Repayment—Especially for Private Sector Workers
A new study revealed key differences in how student debt impacts the financial well-being of public and private sector employees,...