ICI: 61% of Traditional IRAs Have Rollover Assets
Nearly two-thirds of traditional individual retirement account owners consulted with advisers before moving their assets.
Data & Research
Independent RIAs Hit $1B at Nearly 4 Times Last Year’s Pace
More advisory firms are hitting scale at a consistent pace, according to the wealth intelligence platform Fintrx.
Financially Strained Employees Seek Benefits Guidance
As current economic pressures can reduce retirement savings, employers can help workers rebuild financial well-being.
Financial Surveys Turn Up Gender-Specific Challenges
Nearly one-third of women investors reported communication gaps with advisers, and many married couples avoid key financial conversations altogether, according...
Financial Independence Lags Among Millennials, Gen X, per Northwestern Mutual
More than half of surveyed Millennials said they would not be able to support themselves if they needed to.
Polled Adults Score 37% on Retirement Know-How, per Study
US adults also had the lowest level of general financial literacy in the past decade, according to the TIAA Institute...
DC Plan Roth Contributions, by the Numbers
Defined contribution plan sponsors share whether they offer Roth contributions and in-plan Roth conversions.
Real Assets Emerge as Key Portfolio Diversifiers
Timberland, farmland and commercial real estate are gaining attention as protectors against market volatility, according to Bank of America.
Most TDF Investors Stay Fully Invested, per EBRI, ICI
According to new research, 85% of surveyed plan participants maintained their all-target-date-fund lineup for at least six years.
Q1 401(k) Savings Rate Climbs to Record 14.4%
Fidelity also found that 403(b) contribution rates reached a new high in the first quarter, despite market volatility.
Estate Planning Clients Increasingly Turn to Advisers
Originally a task for attorneys, estate planning can now be embedded into advisory platforms.
Employers Can Promote 529 Use Among Low-, Moderate-Income Employees
A new study from Commonwealth suggested that employers can help expand access to 529 accounts and communicate the value of the...
Gold Surge Draws Retirees, but Risks Remain
Experts say precious metals are drawing renewed interest as alternative investments in individual retirement accounts.
How Advisers Can Help Modern Families Navigate Wealth Transfers
Family conversations about wealth transfers are typically the hardest when they happen too late.
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.