Search results for: Millennials

Members of Generation Z and Millennials are saving and planning for retirement much earlier than previous generations, and they’re doing it with professional help.

Almost nine in ten 401(k) plan participants believe employers have a responsibility to help ensure retirement income security, according to a survey by Nuveen and the TIAA Institute..

Americans are determined to take control of their financial lives, yet most feel unprepared and only half trust themselves to get it right.

Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, as 0.77% of balances were traded—the highest level since the third...

Data from the Nationwide Advisor Authority study also highlights a significant gap between advisers’ confidence in their ability to serve women clients and the actual experience of women...

A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

Private equity remains the largest private markets investment by far, according to a Hamilton Lane survey.

With uncertainty and financial anxiety on the rise, there is much opportunity for advisers to help women reach financial goals.

Those age 16 to 26 are cautious with money: 52% of those working say they save at least one-quarter of their income.

Nearly seven in 10 mass affluent respondents (an income level at or above $90,000 annually) plan to increase their savings by $500 or more per month.

Nearly half of individuals with a DC plan said they probably would not be saving for retirement if not for their DC plans, according to research from the...

Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.

A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

Wayne Park, CEO of John Hancock Retirement, discusses ways the retirement industry can help workers be better prepared for retirement.

Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.

Arta Finance offers life insurance solutions with Prudential; Corebridge Financial launches a registered index-linked annuity; and The Standard, Family First partner to offer caregiving benefits.

A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.

Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources.

Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey, meanwhile, shows the need for care in retirement...