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.
Data & Research March 19th, 2024 Millennials Redefine Retirement as ‘Financial Independence’ Although Millennials are somewhat confident about having enough retirement savings, a significant number experience 'money dysmorphia,' according to new research.
Data & Research March 14th, 2024 How Americans’ Health Care Costs Affect Their Work and Savings Two out of every five Americans are postponing health care needs due to cost concerns, according to a survey commissioned...
Data & Research March 12th, 2024 Most Americans Expect to Live Longer, Still Retire Around 67 Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...
Data & Research March 11th, 2024 Record Number of Participants Raised Deferral Rate in 2023, Vanguard Reports On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.
Data & Research March 8th, 2024 New Data Show Women in Same-Sex Marriages Live Longer, Have Greater Retirement Planning Needs J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity.
Data & Research March 7th, 2024 $20B Club Plans’ Funded Statuses Declined Slightly in 2023 The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.
Data & Research March 4th, 2024 Advisers Face Obstacles to Incorporating Alternative Investments Only one-quarter of advisers even have access to alts, according to Fidelity.
Data & Research March 4th, 2024 More Than 21.9M People Will Qualify for Saver’s Match, EBRI Says The Saver’s Match will replace the Saver’s Credit in 2027, making it a direct government matching contribution into an IRA...
Data & Research March 1st, 2024 IAA and CFA Institute Conducting Survey on Marketing Rule Compliance The survey seeks to collect data on compliance practices.
Data & Research March 1st, 2024 IRA Assets Climb to $13T, With Rollovers Fueling Growth The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...
Data & Research February 29th, 2024 Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance The program aims to support diversity in the financial services industry.