Data & Research August 3rd, 2023 Conference Board: Remote Work Better for Employee Retention Mandatory return to the office programs make attracting and retaining talent more difficult, according to an annual workplace survey.
Data & Research August 2nd, 2023 73% of 401(k) Savers Would Like Personalized Investment Advice Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers,...
Data & Research July 26th, 2023 BlackRock: Retirement Confidence Shows Steady Decline BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.
Data & Research July 25th, 2023 Americans Pick Advisers Who Appreciate Their Needs, Have Track Record, Survey Says Data also showed that having an adviser boosts a respondent’s financial confidence.
Data & Research July 24th, 2023 Schwab: Financial Advisers Using Behavioral Finance Gain More in New Assets Advisers also turned to personalized options such as direct indexing to stand out for clients.
Data & Research July 17th, 2023 Changing Workforce: Employees Over 55 Will Make Up 25% of US Labor Market by 2031 A Bain & Co. study found that the so-called Great Resignation has become the ‘Great Sabbatical,’ as many return to...
Data & Research July 10th, 2023 Wealth Management M&A Dips Slightly in Q2 The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...
Data & Research July 7th, 2023 Gen X, the First 401(k) Generation, Is Least Prepared for Retirement Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement...
Data & Research July 5th, 2023 Financial Advisers Feeling Starved of Time with Clients, J.D. Power Reports Additionally, one in five advisers said they were less than five years away from retirement.
Data & Research July 4th, 2023 Pontera Says Rollover Not Always Superior to 401(k) New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.
Data & Research June 29th, 2023 Rookie Financial Advisers Are in Short Supply High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.
Data & Research June 28th, 2023 Gender Savings Gap Closing Among Younger Generations, Bank of America Reports Account balances among millennial men exceed women by 23%, significantly less than the average gender gap of 50%.
Data & Research June 28th, 2023 BlackRock, Policy Group Detail Results of Delaying Social Security, Adding Guaranteed Income Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies.
Data & Research June 27th, 2023 Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020 During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
Data & Research June 23rd, 2023 Median Retirement Plan Value Hits Record Low in 2022 Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.
Data & Research June 21st, 2023 One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide An additional 15% are unsure if they will ever be able to retire.
Data & Research June 20th, 2023 Vanguard’s ESG Support Half That of BlackRock, State Street Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
Data & Research June 15th, 2023 Great Resignation Drives 20% Jump in Forgotten 401(k) Accounts The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.
Data & Research June 15th, 2023 Auto Enrollment Drives Record Plan Participation, Vanguard Reports After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.
Data & Research June 14th, 2023 US Retirement Assets Grow to $35.4 Trillion in Q1 Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.