Capital Market Assumptions Suggest Stretched Equity Valuations
Active management and diversification may help build resilience against portfolio risk.
Data & Research
Doubts About AI Persist Among Advisers, May Contribute to Slow Adoption
As artificial intelligence-powered tools become more common among advisers, two recently published surveys still found many skeptics and holdouts.
More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement
Only 40% of Nationwide survey respondents said they were on track with their retirement budget and decumulation plan.
Advisers Using AI, by the Numbers
While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained...
Economic Unease Drains Retirement Savings
Gen Z workers were especially likely to dip into retirement savings, but three recently published studies revealed widespread lack of...
Guaranteed Income in Target-Date Portfolios Boosts Retirement Spending
Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA.
Retirement Income Strategies, by the Numbers
Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement savings.
T. Rowe Price: Sharpen Focus on Diversifying Fixed Income
‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.
Nearly Half of Adults Praise ‘Superior’ AI Finance Information
About one in eight BestMoney survey respondents said they took ‘significant actions’ in retirement planning based on information provided by...
Banks, Credit Unions Growing Advisory Practices
Research found that 71% of banks and 76% of credit unions reported repurposing branches as advisory hubs.
Offering a Retirement Plan for Employees Is the New Standard
Employers’ compensation and benefits packages are evolving, and 98% of employers surveyed offer a qualified retirement plan, according to Ascensus.
Wealth May Decline At Least 6 Years Before Dementia Onset
Waiting for a diagnosis is unlikely to safeguard against losses, according to new research from NBER.
Retail Nears Institutional Market Share of Professionally Managed Assets
Both retail client channel and institutional channel assets reached all-time highs across US markets, according to Cerulli.
Household Rollovers Reach New Heights
More U.S. households are moving investable assets, with rollovers reaching an estimated $1 trillion in 2025, according to research firm...
Younger Generations Name Emergency Savings No. 1 Worry
Research from CAPTRUST suggests that plan sponsors can leverage advisers to improve outcomes for their employees.
Crypto Continues Growth Among Advisers
A recent survey shows 32% of advisers made cryptocurrency allocations in 2025, an uptick from recent years.
BlackRock: Millennial Advisers Lead Industry Shift Toward High-Net-Worth Clients
Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading the trend.
Early Adopters of Managed Accounts Could See Larger Gains
Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to Morningstar.
How Much Do 401(k) Loans Set Back Retirement Saving?
Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.
Working After Claiming Social Security ‘Quite Common,’ per Boston College
Research found that more than two-thirds of workers claiming Social Security first claimed benefits before age 67.