Data & Research March 28th, 2023 US Workers’ Retirement Readiness Declines Amid Market Volatility American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
Deals & People February 26th, 2023 Retirement Industry People Moves Fidelity gains new researcher from LIMRA; TIAA retirement hires sales and relationships managers, and more.
Practice Management February 14th, 2023 DE&I Initiatives: Are They Working? Retirement advisory firms have been working to implement diversity, equity, and inclusion programs for years, but have they been effective?
Products January 23rd, 2023 Delta Taps Fidelity to Run New Emergency Savings Program Starting in January, Delta will give eligible employees up to $1,000 toward an emergency savings account if they complete a...
Deals & People January 17th, 2023 Advisory M&A Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.
Products December 8th, 2022 Fidelity Moves Adviser Services Out of Institutional Investing to Align with Brokerage and Technology Fidelity said it has moved client services and technology out of institutional investment to improve innovation and speed to market...
Data & Research November 17th, 2022 Retirement Account Balances Down 21% or More in Q3, Fidelity Data Shows Data from more than 35 million participants in Fidelity accounts shows a steep hit to balances during the market downturn,...
The Markets November 11th, 2022 FTX Bankruptcy Has Chilling Effect on Crypto Use in Retirement Plans The collapse of the cryptocurrency exchange and related plummet in the crypto market has increased concern about including the asset...
Products November 1st, 2022 Direct Indexing Drumbeat Continues with Morningstar Adviser Offering Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in...
Products October 24th, 2022 Fidelity Offers Direct Indexing Products Touting More Personalized Investment Options Direct indexing is driving growth in personalized account management for tax advantages, value-driven investing.