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.
Data & Research
Gen Z, Millennials Share Need for Financial Advice
As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an important part of...
Target-Date Assets Grew 21% in 2025
Assets in TDFs with embedded income grew 39% last year, according to Sway Research.
Fidelity: Private Equity Reigns Over M&A Year
Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic...
DC Plans Shift Toward Passive TDFs, Lower Fees
Plan assets grew 27-fold while the number of participants increased 8-fold over 2 decades, per NEPC.
CFP Study Shows Its Advisers Linked to Stronger Financial Outcomes
A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.
Retirees’ Health Care Costs Far Outpace Social Security COLA
Two recent reports spell out how rising health care costs are impacting retirees and employers.
Brokers Increase AI Use as Compliance Demands Grow
iSolved found that 64% of surveyed brokers said AI is enhancing compliance tracking and reporting.
Short-Term Financial Pressures Slow Women’s Retirement Savings
A new report revealed a 13-point gap between women and men in retirement confidence, underscoring how competing financial priorities affect...
The Appeal of—and Concerns About—Private Markets in DC Plans
Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.
RIA M&A Breaks Records in 2025
Last year’s mergers and acquisitions of registered investment advisory firms beat the previous record set in 2024 by 27%, according...
BlackRock: US Voters Support More Retirement Investment Options
More than 60% of surveyed registered voters said they support efforts to expand private market investments for retirement plans, according...
US Annuities Reach Record $461B in Sales in 2025
Sales of registered index-linked annuities particularly stood out, increasing yearly totals by 20% since 2024, according to LIMRA.
NQDC Plan Participation Hits New Heights
Almost 70% of eligible executives participated in nonqualified deferred compensation plans in 2025, according to the Plan Sponsor Council of...
Building Adviser Confidence With Charity Planning
About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw...
Retirement Savings Concerns Rising Among Current, Pre-Retirees
Both MetLife and HealthView Services predicted an increased need for retirement planning advice, particularly due to anticipated health care costs.
1 in 4 Small, Midsize Business Owners Met With Financial Advisers Last Year
A Nationwide survey found small and midsize entrepreneurs could be a growing audience for advisers’ support.
Nearly Half of Advisers Show Increased Interest in Model Portfolios
Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the...
Census Data Shows Severe Lack of Retirement Savings Among Employees
Even US workers with access to retirement plans reported a median amount of $955 in savings in those plans, according to an analysis of Census Bureau data.
TDFs Increase Retirement Confidence
Employees who invested in target-date funds were 13 percentage points more confident in reaching retirement goals than those who did...