AI Adoption Brings Client, Adviser Returns, per Studies
Nearly 70% of advisers believe artificial intelligence has had a positive effect on their industry, according to Edward Jones.
Data & Research
Most Women Lack Confidence in Managing Finances, per RIA Survey
Only 31% of surveyed women felt highly confident taking control of savings and assets, according to Beacon Pointe Advisors.
EBRI: Financial Capability Linked With Workplace Financial Education Programs
Even when controlling for demographic variables, positive relationships remain, according to data from a joint study.
What Advisers Look for in Wholesalers
Fuse Research Network found that 61% of surveyed advisers most valued strong investment knowledge.
Annuities Reduce Retirees’ Financial Stress, Academic Paper Finds
Fewer financial worries and increased longevity were among the benefits reported by Chilean retirees surveyed about guaranteed income.
Getty Images Finds Missed Opportunities in Financial Firms’ Branding
While 78% of surveyed consumers consider video the most engaging visual format, only 11% of finance firms use it in...
Retirees of All Income Levels Reduce Spending Over Time, per Study
Prudential’s David Blanchett argued that retirees’ decreased spending is mostly due to choice, rather than financial hardship.
Small Business Owners Need Wider Adviser Support, per Voya
More than 90% of small business owners surveyed said advisers should be equipped to help with employee retention.
Recordkeepers’ Service Models, by the Numbers
Three dozen recordkeepers give insights into what they offer plan advisers, sponsors and participants.
Why Does Gen Z Like Roth Plans?
According to Fidelity, 21% of Gen Z participants contribute to a Roth 401(k)—and overall Roth participation is rising.
Wealth Managers Expect Interest in Alts to ‘Accelerate,’ per Brookfield
Three separate surveys tracked how advisers and investors are turning their increased knowledge of alternative investments into action.
Public Sector Workers Largely Retirement Ready, but Gaps Persist
Voya reported that 89% of surveyed government workers feel ready to retire.
Retirement Confidence, Preparedness Remain, per BlackRock
Most retirement savers feel on track, but BlackRock projections show plan balances may only cover 50% to 60% of retirement...
Complex Deals Without AI Input ‘No Longer Defensible,’ per Survey
Artificial intelligence is an integral and unavoidable component of mergers and acquisitions, according to a recent survey of global dealmakers.
Private Market Outlook Points to Committed Allocation, Despite Volatility
Only 7% of global private asset owners said they were planning to decrease their exposure, according to State Street.
401(k) Participants Lack Withdrawal Strategy, per TIAA Institute and Nuveen
High-caliber planning resources and a meaningful participant experience can facilitate a seamless transition between saving for retirement and generating lifetime...
US Adults Lack Confidence in Social Security Fix
Nearly 70% of respondents to a PlanGap survey said they were not confident the government would solve the funding challenge...
Employers More Confident in AI Benefits Tech Than Employees
More than 80% of employers are interested in using artificial intelligence to help workers better understand their benefits, according to...
Soon-to-Be Retirees Face Rising Healthcare Costs, per Milliman
Long-term inflation and higher premiums were among the forces that have driven estimates higher.
DB Income Linked to Slower Drawdowns for Low-, Middle-Asset Retirees
An EBRI study tracking post-retirement income found that a guaranteed source such as defined benefit payments could curb asset declines.