Data & Research May 9th, 2023 The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...
Data & Research May 5th, 2023 Women in Retirement Industry Face Dual Pressure Respondents to WIPN study reported employer support and flexible schedules available for caregivers, but three in 10 women said caregiving...
Data & Research May 3rd, 2023 Small Business Owners More Likely to Phone a Friend, Not an Adviser When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends...
Data & Research May 2nd, 2023 PGIM Takes Majority Stake in Direct Lender to Boost Alternative Offerings The firm’s investment in Deerpath Capital Management comes as institutional and private investors look to alternatives for returns amid volatile...
Data & Research May 2nd, 2023 Do Small Business Owners Need Retirement Advisers Too? Amassing sufficient retirement income and the impact of taxes on retirement savings are small business owners’ top concerns.
Data & Research May 1st, 2023 Can Employers Help Americans Struggling to Save Amid Inflation? More than 20% of U.S. workers made reported borrowing from their retirement savings in 2022, according to FinFit.
Data & Research April 28th, 2023 EBRI Finds Inflation Eroding Retirement Confidence It's the biggest drop in retirement confidence since the 2008 Global Financial Crisis, according to the research institute.
Data & Research April 27th, 2023 Black, Latino Workers Lag Behind in Retirement Saving A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.
Data & Research April 19th, 2023 American Benefits Council Selects Thiele as Chair of Policy Board of Directors Fred Thiele of Microsoft will replace Tracy Watts of Mercer for the 2023-2024 term.
Data & Research April 18th, 2023 65% of Financial Advisers Braced for Recession The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.
Data & Research April 14th, 2023 Fears of State IRA Plans Overtaking Private Not Realized, Data Shows States that have implemented retirement savings programs for employees have not crowded out private plans, new research from the Pew...
Data & Research April 11th, 2023 Data Shows 68% of Parents Make Financial Sacrifice for Adult Children Among parents helping their adult children, 43% of parents have made dipped into their retirement savings.
Data & Research April 11th, 2023 Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal 64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...
Data & Research April 11th, 2023 Retirement Now a “Transition” For Many Americans, According to Smart One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Data & Research April 6th, 2023 Gig Workers Uncertain if They Will Retire, Likely to Self-Fund if They Do Many freelancers plan to work beyond 65, and 30% say they don’t plan to retire at all.
Data & Research April 6th, 2023 Morningstar: Pandemic Caused Plan Closures, Creation Slowdown Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
Data & Research April 4th, 2023 Adviser Satisfaction Dips Amid Big Market Drop In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale.
Data & Research March 31st, 2023 Social Security Trust Fund May Fall Short One Year Earlier Than Expected Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
Data & Research March 31st, 2023 Women Who Work With Financial Professionals Feel More Prepared for Retirement Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...