Employee Retirement Confidence Trails Plan Sponsors’ Optimism
While more than half of surveyed employers were confident about employees’ abilities to retire on time, participants were far more...
Data & Research
Economic Pressure Leads to Financial Trade-Offs
Among poll respondents, 58% said groceries were their top financial concern, compared with only 17% most concerned about retirement, according...
Most Business Owners Value Dedicated Financial Advisers
While almost all of those surveyed said they appreciated financial guidance, only 55% were already working with a financial adviser,...
Gen X Retirement Anxiety Soars as Income Needs Persist
Pre-retirees show heightened anxiety related to retirement readiness, with 28% of older respondents sharing concerns about outliving savings.
Plan Management, by the Numbers
Nearly one-quarter of surveyed plan sponsors last renegotiated fees with their current adviser more than 5 years ago.
Financial Professionals Increasingly Use Automation, In-Person Engagement for Client Growth
About 61% of financial professionals ranked acquiring new clients as their largest source of net assets in the next 12...
Adviser 401(k) Compensation Continues to Decline
The latest ‘401(k) Averages Book’ found all sizes of 401(k) plans had continued fee compression, including reduced adviser payments, investment...
Feelings of Financial Instability Persist Across Generations
Research shows 1 in 5 surveyed consumers said their top financial goal for this year was to cover their monthly...
4 Common Financial Weaknesses Can Undermine Retirement Readiness
A lack of emergency savings was the most common vulnerability of retirement savers, according to a report by Georgetown’s Center...
January, February Active Months for RIA M&A
Merger-and-acquisition activity is keeping pace with the last couple years, but buyers and sellers are showing they are selective.
Geopolitics Moves From Tail Risk to Market Driver
Energy shocks, policy intervention and great power competition are driving persistent volatility.
US Retirement Assets Rose 11% in 2025, per ICI
Nearly 40% of US retirement assets last year were in individual retirement accounts.
Schwab Finds Teens Eager to Invest Amid Calls for More Economic Education
According to a recent survey by Charles Schwab, 70% of responding teenagers expressed interest in investing.
Rising Living Costs Push Retirees to Rethink Work, Spending
Research shows 63% of retirees cite basic living expenses as a pressure driving workforce re-entry.
Future Taxes, Market Volatility Heighten Retirement Savers’ Concerns
Gen X respondents saw the biggest increase of economic worries during the first quarter, according to an Allianz study.
What Gen Z, Millennials Investors Expect From Advisers
Research shows more than 90% of Gen Z and Millennial investors use some form of financial advice, but many remain...
DC Assets Reach New Highs as Structural Hurdles Remain
While direct contribution plans surpassed $10 trillion in assets by the end of 2024, asset leakage remained persistent.
Employees Increasingly Prioritize Lower Health Care Premiums
Research from Securian Financial and West Health-Gallup highlight a need for employer support.
More States Require Personal Finance Courses as Financial Literacy Lags
Even as finance education increases in high school, the national average financial literacy score continues to fall short of passing.
Rising Long-Term Care Demands Strain Retirement Savings
Experts say retirement plan advisers can help workers confront the gap between long-term care expectations and reality.