Data & Research March 1st, 2024 IRA Assets Climb to $13T, With Rollovers Fueling Growth The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...
Products & Services February 15th, 2024 Product & Service Launches – 2/15/24 CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...
Data & Research February 14th, 2024 Financial Advisers Less Optimistic Than Clients on Retirement Readiness Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are...
Products February 12th, 2024 EFE Sees Managed Account Assets Hit $210B The managed account provider for 45% of the market also notes improved user engagement.
Data & Research February 7th, 2024 Bank of America Reports 15% Increase in 401(k)s in 2023 The increase came partly from increased contributions, partly from market gains, which was also noted in separate 401(k) investing research...
Data & Research January 31st, 2024 How Financial Advisers Can Beat Out Popular ‘Finfluencers’ Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.
Client Service January 3rd, 2024 Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024 Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.
Data & Research December 27th, 2023 Market Watchers See Return to ‘Normal’ in ’24 Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.
Client Service December 19th, 2023 Doll Scores 50/50 on 2023 Predictions The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...
Data & Research December 6th, 2023 Financial Advisers Plan to Increase Alt Exposure in ’24 An annual CAIS-Mercer study finds bullishness for alts, though adding them to workplace retirement plans will take finesse, according to...
Data & Research November 21st, 2023 Citi, JP Morgan Rated 1st in Digital Platform Satisfaction, According to JD Power Survey finds connection between digital experience ranking and client satisfaction and retention.
Compliance November 10th, 2023 Navigating ESG: Forward Thinking Panelists discuss how new ESG issues will inform investors’ focus and opportunities going forward.
Client Service November 7th, 2023 RIAs Already Spread Thin, Even as Clients Want More Services, Fidelity Finds The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...
Data & Research October 27th, 2023 HSAs Still Have Room for Improvement, Morningstar Reports Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...
Data & Research October 23rd, 2023 TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22 American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...
The Markets September 28th, 2023 Private Real Estate Investment Through DC Plans Continues to Grow Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...
Deals & People September 11th, 2023 Advisory M&A Cetera acquires tax-focused wealth manager Avantax for $1.2B; Investment Consulting Group joins Osaic; Hub International acquires assets of Dieffenbach Benefits...
Data & Research September 11th, 2023 Economic Slowdown, Inflation, Top List of Adviser Concerns in PGIM Study A new survey by the asset manager also shows that more than half of respondents view U.S. Treasurys, investment-grade corporate...
Products September 6th, 2023 Most Teens Interested in Investing, Few Have Started, Fidelity Reports Fidelity’s 2023 Teens and Money Study drops alongside the launch of a new money management and investing app for teens, Fidelity...
Products August 30th, 2023 RiXtrema Launches AI-Driven 401(k) Client Engagement Tool 401kAI leverages artificial intelligence to analyze and summarize retirement plans and generate custom pitches, according to the technology firm.