How Advisers Can Help Modern Families Navigate Wealth Transfers
Family conversations about wealth transfers are typically the hardest when they happen too late.
Data & Research
Private Capital in DC Plans May Reach $1T by 2030, per Deloitte
The consulting firm forecasted that the adoption of private capital in defined contribution plans will reach 6% in less than...
Growing Number of Workers Retire Early, Involuntarily
While an increasing proportion of workers expect to retire later, unplanned retirements threaten those plans, according to studies from Allianz...
Affordability Concerns Leave Retirees, Pre-Retirees in Need of Advice
Among surveyed employees, 61% reported reducing workplace benefit contributions due to inflation, according to Morgan Stanley.
70% of Advisers Already Use AI Tools, per Survey
With widespread familiarity among agents and Anthropic’s recent release of agent templates, artificial intelligence is proving to be far more...
Corporate Pension Funding Reaches 18-Year High
The funded status of the 100 largest US corporate defined benefit plans reached 107.8% at the end of April, according...
State-Facilitated Retirement Assets Triple in 2.5 Years
The figure surpassed $3 billion in April.
Alight: 401(k) Trading Up in April, But Most Investors Stay the Course
There were more above-normal trading days in April than in the entire first quarter of 2026, according to the firm’s...
Insurance Beneficiaries Desire Financial Guidance
Most surveyed life insurance beneficiaries expressed interest in holistic financial planning, but they did not receive communication from experts.
FINRA Panel: Social Media as an Investment Guidance Tool
As ‘finfluencers’ shape how younger investors engage, firms and regulators are grappling with risks of compliance, fraud and financial literacy.
Adviser Movement Increased Ahead of Record M&A Quarter
A study shows more than 39,000 financial advisers changed firms in 2025, marking a third straight year of increased movement.
Inflation Stresses Pre-Retirees More than Retirees, per SOA
As the latest Consumer Price Index shows a 3.8% increase in April, the Society of Actuaries finds rising costs are...
Academics Propose Solutions to ‘Annuity Puzzle’
Behavioral interventions, policy developments and design initiatives could increase annuities’ market share.
529 Plans Total $569B in Q1
ISS Market Intelligence tracked increases in assets of 529 college saving plans and ABLE accounts during the first quarter of...
Advisers Favor Fast, Expert-Driven Content Over Long Reads, per Fuse
Asset managers’ marketing that was most effective for advisers included expert opinions in easily digested formats, according to a recent...
Q1 RILA Sales See 21% Year-Over-Year Increase
Registered index-linked annuity sales started 2026 with their second-best quarter on record, according to LIMRA.
Solo Adults Report Confidence in Saving—but Concerns About Having Enough for Retirement
An Ameriprise survey found that nearly half of single, divorced and widowed adults view retirement preparedness as a top financial...
Female Savers Value Trusted Financial Advice, per Vanguard
Nearly 30% of surveyed women savers said they would feel more confident about moving finances if they were advised by...
Retirement Savings Fall Far Short of Longevity Expectations
Only 12% of future retirees thought their money would last beyond a decade of retirement, according to a recent survey.
Millennial Investors Reveal Low Financial Confidence Levels
Slightly more than half of surveyed Millennials said they were focused on saving for retirement, according to Parnassus Investments.