Advised Individuals More Prepared to Retire, per TIAA
Half of survey respondents who worked with financial advisers thought they would live comfortably through retirement, compared with 31% of...
Data & Research
Many Small Business Owners Lack Financial Safety Net
Recent surveys reveal entrepreneurs struggle in financial resilience and succession planning.
New Hires Make Retirement Decisions Without Much Guidance
Nearly half of respondents to a recent survey said they contributed from 1% to 5% of their pay toward retirement.
Advising Generations, by the Numbers
A Nationwide study found advisers were willing to facilitate family financial discussions that clients often reported avoiding.
Demand for Sustainable Investing Grows—but Portfolios Lag Behind
Investment decisions are tempered by market conditions, portfolio considerations and evolving expectations.
Federal Roth Auto-IRA May See Strong Gains, per Morningstar
The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.
Online Tools Used More than Advisers to Start Retirement Planning, per Survey
Calculators are becoming the first step in retirement planning, reflecting a broader shift toward digital-first financial decisionmaking.
Guaranteed Lifetime Income Gains Momentum
Most retirement plan participants are defining success by guaranteed income, rather than account balance, according to MetLife research.
Women Are Gaining Wealth—But Many Lack Support From Financial Specialists
Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.
Geopolitics Drive Advisers to Build Resilient Portfolios
A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.
Allianz: Savers Worry More About Finances Than Dying
Economic uncertainty has led two-thirds of survey respondents to stress about running out of money more than anything else.
Social Security Dependence Reveals Retirement Income Vulnerability
A recent survey from ZipRecruiter found 71% of retirees relied on Social Security as a primary income source.
Top-Rated RIA Firms Often Trail in Brand Originality, per Study
An assessment of financial advisory firms’ branding found that about 40% used website copy that lacks distinction, a communication firm...
Gen Z, Millennials Struggle With Financial Decisions, Turn to Digital Advice
A study found nearly 40% of young adults said they relied on artificial intelligence tools for financial advice.
What Advisers Can Learn From ‘Finfluencers’
Recently released FINRA research shows 61% of surveyed investors aged 18 to 34 made investment decisions based on recommendations from...
Worker, Retiree Retirement Confidence Hits Lowest Point in Nearly a Decade
The smallest share of workers and retirees in nearly a decade reported being confident they have enough money to live...
59% Report Sufficient Retirement Nest Egg, per Transamerica
Surveyed pre-retirees had a median of $56,000 in their retirement accounts, yet on average thought $500,000 was needed in retirement.
How Different Age Groups Could Reach $1M in Retirement Savings
Younger savers have a better chance to reach the milestone in a retirement account, but savers starting later in life...
Moving Past Regulatory Noise of Private Markets in DC Plans
Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.
Reframing Retirement Income in Outcome Terms
By establishing a framework, participants can more accurately forecast how to budget their retirement funds, according to a Guardian study.