Data & Research April 29th, 2024 Retirement Confidence Grows On Higher Wages Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a...
Data & Research April 26th, 2024 Funds, Fees and Financial Wellness Callan’s annual DC survey identifies trends from 2023 and forecasts for ’24.
Data & Research April 24th, 2024 Surprising Retirement Considerations Aging Americans need guidance on some often-unexplored retirement challenges, Hearts & Wallets finds.
Data & Research April 23rd, 2024 Investor Confidence Remains High as Election, Inflation Bring Unease Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
Data & Research April 22nd, 2024 Wealth Management Sector and M&A Robust in 2024 Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...
Data & Research April 22nd, 2024 ‘Retirement Fluency’ Not Evolving Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and...
Data & Research April 19th, 2024 69% of Pre-Retirees Say Retirement at 65 Is Not Possible Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.
Data & Research April 19th, 2024 Moving Beyond One-Size Fits All Benefits New research from Nuveen shows a persistently strong labor market means benefits such as 401(k) plans matter to combatting workplace...
Data & Research April 18th, 2024 Two-thirds of ‘Peak Age’ Boomers Face Retirement Risk Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...
Data & Research April 17th, 2024 Couples Share Financial Trust, Lack Planning New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.
Data & Research April 13th, 2024 Corporate DB Plan Funding Status Continues To Rise Strong equity markets and stable interest rates have contributed to boosting funding surpluses.
Data & Research April 12th, 2024 Inflation Woes Persist for Would-Be Savers Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.
Data & Research April 9th, 2024 Evaluating a Retirement Income ‘Easy Button’ Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.
Data & Research April 5th, 2024 Investor Satisfaction With Online Brokerages Flatlines J.D. Power finds self-directed investors’ satisfaction is almost flat year-over-year despite robust markets; Fidelity, TD Ameritrade and Vanguard top satisfaction...
Data & Research April 2nd, 2024 ‘Magic Number’ for Retirement Hits All-Time High Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’...
Data & Research April 1st, 2024 Vanguard Surpasses BlackRock for Top Spot in Asset Management Brand Ranking The Broadridge Fund Brand 50 report shows the influence of brand on third-party fund selection.
Data & Research March 25th, 2024 Millennials, Gen Z Triple Financial Wealth Since 2019 Financial assets of the two generations have grown to almost $6 trillion in 2022 from $2 trillion in 2019.
Data & Research March 22nd, 2024 Race, Gender Disparities Still Evident in Retirement Account Balances Even when accounting for salary and tenure, the gap still exists.
Data & Research March 22nd, 2024 HSA Balances See Upward Trend, Despite Increase Healthcare Spending Recent EBRI data reveal a rising average in health savings account balances, despite employees frequently using them for short-term spending.
Data & Research March 21st, 2024 Frequent Contact, Plan Knowledge Can Help Advisers Earn Business A YCharts survey studied how to attract and retain new clients, noting respondents’ preference for extensive communication.