Plan Sponsors See Private Markets Opportunity
Among those surveyed by HarbourVest, 94% said they are confident private market investments could improve long-term participant outcomes.
Data & Research
Alts in DC Lineups Gain Traction Among Plan Advisers
One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to...
Q3 Had Record Sales of PRT Buy-In Products
LIMRA found that single-premium pension risk transfer buy-in sales more than tripled to $4.3 billion in the third quarter of...
Vanguard Predicts AI-Centered Economy, Steady Inflation in 2026
The US is positioned for a modest 2.25% acceleration in economic growth and 2.6% core inflation, according to Vanguard’s 2026...
Advisory Teams Report Higher Growth, Assets Than Solo Practices
Team-based wealth management practices also reported more succession planning than solo practices, according to a Cerulli report.
EBRI: DC Plan Loans Correspond to Health Care Spending
Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant...
Growing Interest in Annuities Matches Sales Records
LIMRA reported a new sales record of $120 billion in the year’s third quarter.
Employers Rank Health Care Cost Control as No. 1 Priority
The new top goal bumps talent attraction and retention down to third in an annual Brown & Brown study.
CITs Are ‘Ideal’ for Access to Private Markets, per Cerulli
Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes...
Three-Quarters of Annuity Owners Confident About Ability to Retire on Time
Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how much clients know.
Employees, Employers Disclose Major Gaps in Retirement Awareness
While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same page.
42% of Full-Time US Workers Lack Access to Retirement Plan
New federal data show more than 40 million private sector workers are left unaddressed.
Vanguard Finds Consumers Want 2026 Financial Reset
After falling short of savings goals in 2025, many respondents in a Vanguard survey said they were entering the new...
Growth Expected in Outsourced CIO Business
A report from Cerulli Associates projected that $1.3 trillion will flow into new OCIO partnerships by 2029.
Women Shape $124T Wealth Transfer, Future of Banking
New research revealed what women expect from digital banking and how institutions can win their long-term loyalty.
How Will Advisers Use AI by 2030?
A recent report by the CFP Board looked at possible outcomes of how artificial intelligence will shape financial planning.
Rise in Savings, Markets Drive Fidelity Retirement Accounts to Record Highs
401(k), IRA and 403(b) balances each increased by 5% since the second quarter of the year, according to Fidelity's ‘Q3...
Auto-Features Offer Advantages for Plan Participants, Employers
Employers may hesitate to add automated features to retirement plans due to costs, but Principal and other experts warn that...
75% of Early Retirees Have Savings Regrets
More than half of surveyed retirees stopped working sooner than they had planned—at an average age of 56, according to...
Advisers Close ‘Wild Ride’ Year Bullish on US Markets
More than half of financial advisers surveyed by Interactive Brokers this fall said they were bullish about US markets—a 65%...