Talking Points
Insights into participants' minds
Reported by PA
Alternatives
Fifty-three percent of advisers expect to increase their allocations to alternatives by the end of this year.
Source: BNY Mellon / Pershing
Which Financial Wellness Topics Interest Participants Most?
35%
Budgeting
and managing debt
and managing debt
25%
Understanding the tools and resources available
21%
Smart retirement saving practices
13%
Basic investment principles
Source: CUNA Mutual Retirement Solutions
A Very Good Year
Independent registered investment advisers saw their assets under management grow 16.2% at the median last year, up from 9.6% growth in 2016.
Source: Charles Schwab, “RIA Benchmarking Study”
Tossing and Turning
How to save for retirement keeps
18% of Americans up at night.
Source: Bankrate.com