Data & Research December 12th, 2023 Saver Receptivity to Financial Advice Reaches 10-Year High Hearts & Wallets research also finds more Americans are looking to do both investing and banking with one provider.
Data & Research December 7th, 2023 401(k) Loans, Hardship Withdrawals at 2-Year High Both loans and hardship withdrawals have increased to the highest rate since the pandemic, according to Empower’s annual retirement study.
Data & Research December 6th, 2023 Why Small 401(k) Plans Should Remain Wary of Hidden Fees Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.
Data & Research December 6th, 2023 Young Investors Tend to Fall for Online Financial Misinformation Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.
Data & Research December 6th, 2023 Financial Advisers Plan to Increase Alt Exposure in ’24 An annual CAIS-Mercer study finds bullishness for alts, though adding them to workplace retirement plans will take finesse, according to...
Data & Research December 5th, 2023 Americans Remain More Wary of Inflation Than Retirement Shortfall Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.
Data & Research December 5th, 2023 Passive Mutual Fund Assets to Surpass Active in ’24 Passive is taking a lead, particularly in qualified retirement plans, but active advisers are making inroads in other areas, according...
Data & Research November 30th, 2023 Underrepresentation of Female Advisers Persists Leaders of organizations, both men and women, can design firms to better support female financial advisers, according to Carson Group’s...
Data & Research November 29th, 2023 Employers Need Advice on Most Optional SECURE 2.0 Provisions Alight research finds that plan sponsors are unsure about parts of the legislation that lack legal clarity.
Data & Research November 28th, 2023 LIMRA: Plan Advisers Will Play Key Role in Future of In-Plan Annuities Of plan sponsors considering an in-plan annuity, 79% do so through a plan consultant or adviser, according to a LIMRA...
Data & Research November 21st, 2023 Money May Buy Happiness After All, Empower Survey Shows Of Americans surveyed in an August poll, almost 60% said money buys happiness, at least in part, as it gives...
Data & Research November 21st, 2023 Citi, JP Morgan Rated 1st in Digital Platform Satisfaction, According to JD Power Survey finds connection between digital experience ranking and client satisfaction and retention.
Data & Research November 20th, 2023 Fidelity Sees Quarter-on-Quarter Decline in Retirement Balances The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.
Data & Research November 15th, 2023 Low- to Moderate Income Workers Face Brunt of Climate Change Effects The financial situations of African Americans, Hispanics and women are particularly vulnerable to the results of extreme climate events.
Data & Research November 14th, 2023 Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4% Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...
Data & Research November 10th, 2023 CITs Surpass Mutual Funds as Preferred Investment Vehicle for DCIOs Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.
Data & Research November 8th, 2023 Investors, Betting on Elevated Interest Rates Into ’24, Are Favoring Fixed Income CoreData finds that 50% of respondents named fixed income as their preferred asset class for risk-adjusted returns—in part due to...
Data & Research November 7th, 2023 Money Markets Experience Highest 401(k) Investment Inflows in October Alight Solutions’ 401(k) index also revealed 14 of the month’s 22 trading days favored fixed-income funds.
Data & Research November 2nd, 2023 Morningstar Releases Ratings for States’ 529 Plans Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
Data & Research November 1st, 2023 US Consumers Cite Credit Card, Medical Debt as Common Culprits Delaying Retirement 30% of pre-retirees said credit card debt is putting post-work plans on hold, according to a new study by ScoreSense,...