CRM Software Top of Mind Among Advisers’ Tech Options
According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the most of all fintech...
Data & Research
Aging Population Will Lead to Great Wealth Transfer, Retirement Shifts
Research from State Street and McKinsey underscored forthcoming demographic changes—and the effects on retirement finances.
More Women Enter Wealth Management but Underrepresentation Remains
Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership,...
Why Eligible Workers Are Sitting Out on Retirement Plan Contributions
Data from PLANSPONSOR and Ascensus show an increased need for plan awareness and understanding to address a lack of plan...
The Underspending Dilemma
Data show retirees are holding back, but not for fear of running out of money.
Younger Investors Turn to High-Risk Assets to Catch Up on Long-Term Savings
Three-quarters of Northwestern Mutual survey respondents, most from Generation Z, view high-risk assets like sports betting and crypto as a...
Retirement Plan ‘Leakage’ Rises Slightly Due to Hardship Expenses
New data show a slight uptick in participants turning to retirement savings to cover hardship expenses.
Student Debt Reaches Not-so-Recent Graduates
Research reveals the intersection of borrowers’ cost pressures.
Private Assets an Uncertain Certainty for DC Plans
Financial services firm Mesirow argued that widespread incorporation of private assets into defined contribution plan target-date strategies will take time.
Americans Ready—but Not Prepared—to Retire
According to multiple recent surveys, US respondents are increasingly less confident about being able to achieve their retirement hopes.
Small Businesses See 50% Boost in Retirement Plans Since 2020
Gusto Inc. found states with auto-IRA laws had higher rates of retirement plan adoption, but overall contribution rates remain low.
Vanguard: DC Balances Hit New Highs in 2025
A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.
Fidelity: 401(k), 403(b) Balances See Double-Digit Growth for Third Consecutive Year
In 2025, 401(k) balances increased by more than 11%, and 403(b) balances rose 13%.
BlackRock Trends Report Points to More Retirement Income, Participant Communication
Defined contribution plans are taking a few strategies from the pension playbook, according to BlackRock.
PEPs by the Numbers
Pooled employer plans with at least $200 million in assets hold nearly double the assets as those in smaller plans,...
EBRI Survey: 61% View HSA as Savings Account
As rising health care costs impact retirement savings, EBRI found two-thirds of survey respondents used a health savings account in...
Allianz Finds Women Less Confident About Retirement
While 63% of women surveyed in September 2025 reported feeling financially secure, fewer than half felt confident about their retirement...
22% of ERISA Lawsuits in 2025 Involved Health Plans
Analysis by Encore Fiduciary breaks down financial outcomes and trends to watch from ERISA court cases.
DC Plans a Major Reason Many Americans Have Retirement Savings, per ICI
Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.
Morningstar: Liquidity Top of Mind for Private Assets in DC Plans
Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.