Battening Down the Hatches Against a Data Breach
Retirement plan advisers and plan sponsors share some concerns about data security, but advisers are especially worried.
In Practice
Independent RIAs Bullish on Their Future
The majority of registered investment advisers believe their businesses will grow at a faster rate than the market.
State Retirement Desirability Ranking Reveals Surprises
Being considered a top state to retire in is desirable for any number of reasons—but only one state gets to brag about being No. 1.
More Americans Delaying Retirement
Financial constraints are also causing many to delay a wide number of major life events.
Gen Y Concerned About Retirement Savings Safety
They want safety from market volatility, and they don’t think Social Security will be there for them.
Advisers Need to Step Up Senior Benefits Game
Only 36% of advisers provide guidance on Social Security, Senior Market Sales says.
Looking Back to Move Ahead on Practice Tech
In a conversation with PLANADVISER, Lisa Weil of ProcessUnity shares insights gained from experience launching earlier digital tools for qualified retirement plan sponsors.
Investor Confidence at 7-Year High
Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.
Personal Analysis Needed for Faculty Reluctant to Retire
Unconfirmed assumptions often appear to underlie a reluctance to retire.
Many TDFs Fall Short, AllianceBernstein Says
The funds need broader asset allocation and open architecture, according to the investment firm.
Millennials Better Savers Than Boomers
More younger savers have increased their retirement contribution in the past year.
Lightening the Burden of Success
Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Plan Sponsors Should Be Encouraged to Use Auto Features
A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.
Re-enrollments Remain a Poorly Leveraged Plan Booster
Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.
Ways Plan Sponsors Can Use Financial Wellness
Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.
Advisers Face Challenges When Working With Couples
In the event of a divorce or death, they could lose clients’ business.
Overcoming Plan Sponsor Inertia
It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.
Advisers Bullish on Profitability
Jefferson National’s first annual Advisor Authority Study delves into adviser forecasts on their practices and marketing strategies.