Wealth Managers Expect Interest in Alts to ‘Accelerate,’ per Brookfield
Three separate surveys tracked how advisers and investors are turning their increased knowledge of alternative investments into action.
Data & Research
Public Sector Workers Largely Retirement Ready, but Gaps Persist
Voya reported that 89% of surveyed government workers feel ready to retire.
Retirement Confidence, Preparedness Remain, per BlackRock
Most retirement savers feel on track, but BlackRock projections show plan balances may only cover 50% to 60% of retirement...
Complex Deals Without AI Input ‘No Longer Defensible,’ per Survey
Artificial intelligence is an integral and unavoidable component of mergers and acquisitions, according to a recent survey of global dealmakers.
Private Market Outlook Points to Committed Allocation, Despite Volatility
Only 7% of global private asset owners said they were planning to decrease their exposure, according to State Street.
401(k) Participants Lack Withdrawal Strategy, per TIAA Institute and Nuveen
High-caliber planning resources and a meaningful participant experience can facilitate a seamless transition between saving for retirement and generating lifetime...
US Adults Lack Confidence in Social Security Fix
Nearly 70% of respondents to a PlanGap survey said they were not confident the government would solve the funding challenge...
Employers More Confident in AI Benefits Tech Than Employees
More than 80% of employers are interested in using artificial intelligence to help workers better understand their benefits, according to...
Soon-to-Be Retirees Face Rising Healthcare Costs, per Milliman
Long-term inflation and higher premiums were among the forces that have driven estimates higher.
DB Income Linked to Slower Drawdowns for Low-, Middle-Asset Retirees
An EBRI study tracking post-retirement income found that a guaranteed source such as defined benefit payments could curb asset declines.
High-Net-Worth Investors Share Longevity Concerns for Wealth Transfer Planning, per BofA
More than 90% of wealthy Americans surveyed believe longevity is a key factor in how they plan their finances.
One-Third of Financial Fraud Victims Did Not Contact Law Enforcement, per CFP Board
The nonprofit’s survey found that embarrassment, shame and uncertainty of whom to contact all contributed to an underreporting of financial...
Semiliquid Fund Assets Double in 4 Years, While DC Plans Lag in Adoption
Morningstar reported that semiliquid funds contain nearly $600 billion in net assets, as of March.
Vanguard: DC Plan Designs Drive 25-Year Record Outcomes
Participation and default rates—among other measures of accumulation success—continued to rise last year.
Managed Accounts Can Improve Plans That Have Lower Defaults, No Escalation
According to Morningstar, younger savers especially can benefit from compounded interest.
DC Plans Show Openness Toward Fixed Income, per PIMCO
As markets take a more active investment approach, surveyed plan sponsors said they would pay an additional 15 basis points...
Most Savers Lack Clear Plan for Retirement Spending, per Corebridge
Pre-retirees will need to save six-figure sums to make up for gaps caused by cut Social Security benefits.
401(k) Participants Redirected Flows Into Fixed Income in May
Investors adjusted their portfolios through trading, but their accumulation strategy remained unchanged, according to Alight.
AI Governance Grows at Uneven Pace
A corporate survey found 80% of respondents said their managers had a ‘hands-off’ approach to artificial intelligence.
Young Americans: Open About Money, Generous With Donations
Recent reports revealed that Generation Z savers budget openly with friends and that Millennials are giving more to charity.