Data & Research

Most Advisers Marketing on Social Media Say They Have Won New Clients

Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the real impact social media use has on the quality of client relationships, and by extension, business performance. 

Pension Plans Need Help Crafting and Executing De-Risking Strategies

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured in Goldman Sachs Asset Management’s long-running pension research series; at the same time, sponsors are making large voluntary contributions to take advantage of disappearing tax incentives. 

Report Reveals Savings Strategies and Products Needed

A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job saving,”and the market for income management for new retirees is a sizable one.

Stakeholders in DC Plan Industry Must Come Together for Plan Success

Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best practices, according to a new Cerulli report.