FINRA Panel: Social Media as an Investment Guidance Tool
As ‘finfluencers’ shape how younger investors engage, firms and regulators are grappling with risks of compliance, fraud and financial literacy.
Data & Research
Adviser Movement Increased Ahead of Record M&A Quarter
A study shows more than 39,000 financial advisers changed firms in 2025, marking a third straight year of increased movement.
Inflation Stresses Pre-Retirees More than Retirees, per SOA
As the latest Consumer Price Index shows a 3.8% increase in April, the Society of Actuaries finds rising costs are...
Academics Propose Solutions to ‘Annuity Puzzle’
Behavioral interventions, policy developments and design initiatives could increase annuities’ market share.
529 Plans Total $569B in Q1
ISS Market Intelligence tracked increases in assets of 529 college saving plans and ABLE accounts during the first quarter of...
Advisers Favor Fast, Expert-Driven Content Over Long Reads, per Fuse
Asset managers’ marketing that was most effective for advisers included expert opinions in easily digested formats, according to a recent...
Q1 RILA Sales See 21% Year-Over-Year Increase
Registered index-linked annuity sales started 2026 with their second-best quarter on record, according to LIMRA.
Solo Adults Report Confidence in Saving—but Concerns About Having Enough for Retirement
An Ameriprise survey found that nearly half of single, divorced and widowed adults view retirement preparedness as a top financial...
Female Savers Value Trusted Financial Advice, per Vanguard
Nearly 30% of surveyed women savers said they would feel more confident about moving finances if they were advised by...
Retirement Savings Fall Far Short of Longevity Expectations
Only 12% of future retirees thought their money would last beyond a decade of retirement, according to a recent survey.
Millennial Investors Reveal Low Financial Confidence Levels
Slightly more than half of surveyed Millennials said they were focused on saving for retirement, according to Parnassus Investments.
Advised Individuals More Prepared to Retire, per TIAA
Half of survey respondents who worked with financial advisers thought they would live comfortably through retirement, compared with 31% of...
Many Small Business Owners Lack Financial Safety Net
Recent surveys reveal entrepreneurs struggle in financial resilience and succession planning.
New Hires Make Retirement Decisions Without Much Guidance
Nearly half of respondents to a recent survey said they contributed from 1% to 5% of their pay toward retirement.
Advising Generations, by the Numbers
A Nationwide study found advisers were willing to facilitate family financial discussions that clients often reported avoiding.
Demand for Sustainable Investing Grows—but Portfolios Lag Behind
Investment decisions are tempered by market conditions, portfolio considerations and evolving expectations.
Federal Roth Auto-IRA May See Strong Gains, per Morningstar
The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.
Online Tools Used More than Advisers to Start Retirement Planning, per Survey
Calculators are becoming the first step in retirement planning, reflecting a broader shift toward digital-first financial decisionmaking.
Guaranteed Lifetime Income Gains Momentum
Most retirement plan participants are defining success by guaranteed income, rather than account balance, according to MetLife research.
Women Are Gaining Wealth—But Many Lack Support From Financial Specialists
Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.