Employees Trust Advisers More When Provided by Employers
According to an NFP report, employees ‘don’t want to be pitched’ and want ‘relatable’ advice.
Data & Research
Almost All Organizations Hit by Digital Attacks Believe It Was Preventable
A survey found that 92% of security decisionmakers who came under cyberattack in the last year believe that better security...
Distribution Flexibility Helps Retirees Preserve Assets, per Vanguard
New research found participants with flexibility were 35% more likely to remain in-plan three years after retirement and held larger...
Women Redefine Wellness Through Frugality, Planning
Fidelity Investments research reveals women are prioritizing long-term financial security and disciplined money habits amid ongoing economic uncertainty.
Charles Schwab Traders Stay Bullish, but Anticipate Stagflation
Most surveyed traders said the market will have a strong fourth quarter, but long-term economic concerns are mounting.
Going Beyond DC Plans’ Defaults
While target-date funds have age-appropriate levels of risk, they do not consider unique life circumstances or participants’ diverse levels of...
How Small Business Owners Benefit from Financial Advisers’ Help
Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and...
Young Adults Defining ‘Success’ by Flexibility and Autonomy, Not Corporate Ladder
A Citizens Financial Group survey found that most young adult respondents prioritized financial independence and fulfillment, rather than wealth.
Small Business Plans Have Growing Assets, Lagging Participation
More than 40% of eligible small business employees do not participate in their retirement plans, according to a study by...
Inflation, Tariffs Main Concerns Among Senior Investment Pros
Higher inflation over the next year is by far the biggest concern among surveyed insurance companies, according to a BlackRock...
Low Risk, Steady Income Are Retirement Priorities for Investors
Financial advisers were less risk-averse and preferred a longer time horizon for retirement planning than surveyed investors, according to Capital...
Workers Prefer ‘Human Touch’ During Open Enrollment Process
More than six out of 10 surveyed employees wanted human interaction when discussing sensitive life events in the context of...
How Advisers Right Retirement Planning Gone Awry
From helping clients regain a sense of financial control to locating held-away retirement accounts, Pontera details the key roles filled...
Only 10% of Pre-Retirees Want to Wait for Maximum Social Security Benefits
More than one-third of surveyed workers told Schroders they would not delay claiming Social Security until age 70 because they...
Is the ‘4% Rule’ of Decumulation 100% Wrong?
From insurance overlays to TIPS ladders, retirees have options to replenish their savings, rather than only withdrawing and risking account...
Why the Future of Retirement Planning Is Female
Women are expected to inherit $30 trillion in wealth from Baby Boomers by 2030, but they remain underserved by financial...
AI Use Could Boost Public Sector’s Retirement Planning
A MissionSquare Research Institute study revealed that employees who felt confident using artificial intelligence tools reported higher job satisfaction.
Q3 Sees Record $1.2T in RIA M&A
Reports by Echelon and MarshBerry anticipate a record-breaking year for total number of merger-and-acquisition deals involving registered investment advisers and...
Financial Advisers Can Help Boost ‘Longevity Preparedness’
People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age,...
US Families Juggle Financial Support Across Generations
New BMO data reveal rising financial interdependence, as younger parents reported relying on parents while supporting their own children and...