Search results for: Millennials
Student Debt in the Time of Coronavirus
Retirement-focused financial advisers generally aren’t as informed about student loan debt as they are about health and wellness, but now may be the perfect time to change that....
Grit, Humility, Resolve Drive Investing Success in Tough Times
The equity markets dropped by nearly 50% during the Great Recession of 2008 and 2009, but retirement plan account balances of those who stayed the course recovered their...
Finding Real Financial Wellness in the Workplace
Financial wellness programs are most effective when the different points of focus are carefully coordinated—and when employees see that their employers genuinely care about their financial wellbeing.
Winners’ Circle
Advisers Shine Light on CSR at Work
Past Retirement Plan Advisers of the Year discuss corporate social responsibility.
Talking Points
Talking Points
47% of those entering the job market—ages 20 – 24—contribute to a 401(k)plan. Likewise … 50% of workers 65 and older still contribute to their plan. 50% through...
Earnest Partners with GRPAA on Student Debt Refinancing
The goal of the collaboration is to expand awareness of refinancing as a potential solution for those looking to simplify their student loan payments and get a lower...
Stakes Remain High as 401(k) Balances Reach Record Levels
Despite periods of volatility in the past decade, retirement plan investors have benefitted from a strong equity market and their commitment to investing in tax-qualified vehicles.
Estate Plan Essentials
What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall?
Navigating Rate Cuts, Trade Wars and Elections
“We think 2020 will be another year of slow growth—durable enough to avoid recession but disappointing to those looking for improvement,” says Bob Browne at Northern Trust.
Advocates Hope a New Decade Will Bring Continued ESG Progress
Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity.
Data Mine—December 2019
With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan industry research.
Trendspotting
Millennials Risk Savings So They Can Buy Their First Home
Though some might say they’re trading one good investment for another.
Pension Income Still Dominates. That Will Soon Change.
The vast majority of today’s retirees still draw the lion’s share of their income from Social Security and pensions; however, in coming years the balance will very quickly...
Investment Product and Service Launches
Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.
A Real Estate Equity Investing Model for Young People
Unison says its equity investing services can help working individuals leverage the residential real estate market to generate short-term financial stability and long-term wealth.
PANC 2019: What Is the Future of Financial Wellness?
Industry insiders discuss why offering financial wellness is a must-have for today’s retirement plan advisers.
PANC 2019: Health Savings Accounts as a Retirement Planning Vehicle
Increasingly, HSAs are being viewed, accepted, and treated in the industry, as a long-term investment strategy.
PANC 2019: Learning From Adviser M&A Transactions
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.
Planning for Wealth Transfer a Value Add From Financial Advisers
Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers...
Gen Xers Feeling Financially Squeezed
They have mortgages, second homes, kids going to college and elderly parents. They’re even thinking about long-term care policies.