How Advisers Can Strategize for the Great Wealth Transfer
With 43% of advisers worrying they will not retain assets when a client’s spouse inherits, Natixis IM highlighted the need...
Data & Research
ICI: Rise of CITs Adds Pressure to Outdated Fintech
Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.
Advisers Embrace PEPs as Fiduciary Risk Reduction Strategy
According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled...
Health-, Long-Term-Care Costs Can Be Major Retirement Risk Factors
A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.
Employees Want Strong Benefits but Lack Retirement Understanding
Workers surveyed said they seek clearer and more personalized retirement guidance from employers, according to Franklin Templeton.
Alight: 401(k) Trading Picked up in March
Emerging markets and stable value funds were the asset classes with the most trading inflows during the first quarter of...
Adams Street Partners Finds Advisers Keen on Private Markets
Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.
Partially Annuitized Savings Could Boost New Retirees’ Spending Power, per TIAA
Higher interest rates may provide more money to a first-year retiree than standard 4% withdrawals, according to the annuity provider.
Employee Retirement Confidence Trails Plan Sponsors’ Optimism
While more than half of surveyed employers were confident about employees’ abilities to retire on time, participants were far more...
Economic Pressure Leads to Financial Trade-Offs
Among poll respondents, 58% said groceries were their top financial concern, compared with only 17% most concerned about retirement, according...
Most Business Owners Value Dedicated Financial Advisers
While almost all of those surveyed said they appreciated financial guidance, only 55% were already working with a financial adviser,...
Gen X Retirement Anxiety Soars as Income Needs Persist
Pre-retirees show heightened anxiety related to retirement readiness, with 28% of older respondents sharing concerns about outliving savings.
Plan Management, by the Numbers
Nearly one-quarter of surveyed plan sponsors last renegotiated fees with their current adviser more than 5 years ago.
Financial Professionals Increasingly Use Automation, In-Person Engagement for Client Growth
About 61% of financial professionals ranked acquiring new clients as their largest source of net assets in the next 12...
Adviser 401(k) Compensation Continues to Decline
The latest ‘401(k) Averages Book’ found all sizes of 401(k) plans had continued fee compression, including reduced adviser payments, investment...
Feelings of Financial Instability Persist Across Generations
Research shows 1 in 5 surveyed consumers said their top financial goal for this year was to cover their monthly...
4 Common Financial Weaknesses Can Undermine Retirement Readiness
A lack of emergency savings was the most common vulnerability of retirement savers, according to a report by Georgetown’s Center...
January, February Active Months for RIA M&A
Merger-and-acquisition activity is keeping pace with the last couple years, but buyers and sellers are showing they are selective.
Geopolitics Moves From Tail Risk to Market Driver
Energy shocks, policy intervention and great power competition are driving persistent volatility.
US Retirement Assets Rose 11% in 2025, per ICI
Nearly 40% of US retirement assets last year were in individual retirement accounts.