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...
Data & Research
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.
Schwab Finds Teens Eager to Invest Amid Calls for More Economic Education
According to a recent survey by Charles Schwab, 70% of responding teenagers expressed interest in investing.
Rising Living Costs Push Retirees to Rethink Work, Spending
Research shows 63% of retirees cite basic living expenses as a pressure driving workforce re-entry.
Future Taxes, Market Volatility Heighten Retirement Savers’ Concerns
Gen X respondents saw the biggest increase of economic worries during the first quarter, according to an Allianz study.
What Gen Z, Millennials Investors Expect From Advisers
Research shows more than 90% of Gen Z and Millennial investors use some form of financial advice, but many remain...
DC Assets Reach New Highs as Structural Hurdles Remain
While direct contribution plans surpassed $10 trillion in assets by the end of 2024, asset leakage remained persistent.
Employees Increasingly Prioritize Lower Health Care Premiums
Research from Securian Financial and West Health-Gallup highlight a need for employer support.
More States Require Personal Finance Courses as Financial Literacy Lags
Even as finance education increases in high school, the national average financial literacy score continues to fall short of passing.
Rising Long-Term Care Demands Strain Retirement Savings
Experts say retirement plan advisers can help workers confront the gap between long-term care expectations and reality.
Fidelity: ‘Retirement Age’ No Longer Integral to Late-Career Plans
One-quarter of surveyed pre-retirees do not have a set age for when they will retire, according to Fidelity.
Emergency Relief Benefits Prove Crucial as Saving Struggles Persist
More employees are seeking benefits that address their emergency relief needs, according to recent surveys.
For Advisers, AI Becoming ‘Invisible Infrastructure’
Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.
Automatic Enrollment Growing Trend Among Employer-Sponsored 401(k) Plans
Overall 401(k) plan costs have declined in the past decade, according to new research from the Investment Company Institute.
Investors’ Survey Mixed About Short-Term Market, Confident of Long-Term Returns
Nearly half of surveyed institutional investors were expecting lower returns for the S&P 500 Index this year, according to asset...
Target-Date CITs Continue to Surpass Mutual Funds
The most-used vehicle in the target-date market since 2024, collective investment trusts continue to dominate to the tune of 20%...
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...
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.