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...
Data & Research
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%...
Debt Increases in Q3 for 27% of Consumers Carrying Balances
More than half of surveyed consumers said their credit card balances covered essential expenses, according to the Achieve Center for...
Corporate Pension Funding Marks 7 Months of Momentum
Higher price-to-earnings ratios and discount rates that remain greater than 5% suggest the hot streak may be easing, according to...
As Adults Age, Gender Gap in Financial Literacy Becomes More Problematic
Understanding how financial literacy changes as men and women age is important for improving educational interventions and protective measures, according...
Do Retirement Portfolios Need ‘Protected’ Income?
Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper.
4 in 10 Eligible Small Business Employees Not Part of Company Retirement Plan
Transportation and warehousing have the lowest rate of plan participation among all sectors—just 45%.
How DC Plans Can Close the ‘Guarantee Gap’
The annuity provider TIAA studies how defined contribution plans can add guaranteed income options.
How ESAs Benefit Employees, Employers
Studies find that emergency savings accounts boost financial wellness and help employees feel ‘more positive’ about employers’ benefits.
Succession Remains Major Hurdle for Private Business Owners
While many prioritize growth, a Brown Brothers Harriman survey also found that most still overlook planning for leadership and wealth...