Data & Research October 10th, 2025 DCIIA Appoints Katie Selenski as Strategy, Research Lead Selenski will focus on the Workers’ Wealth Lab, which analyzes wealth disparities in the U.S. retirement system and market and...
Data & Research August 4th, 2025 Cuts to Social Security Administration Closes NBER Retirement and Disability Research Center The cuts will affect retirement research at several institutions, including: the University of Wisconsin-Madison, Boston College, the National Bureau of...
Deals & People March 27th, 2025 Academics Receive Awards for Research Advancing Financial Planning The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research...
Data & Research March 18th, 2025 Americans Want Support With Tax-Smart Strategies More than half of those aged at least 55do not understand strategies to make their retirement income more tax efficient,...
Data & Research March 18th, 2025 Access Gaps Remain as State-Facilitated Retirement Plans Near $2B Nearly half (47%) of U.S. private sector workers still lack access to workplace retirement plans, according to Georgetown University’s Center...
Deals & People April 19th, 2023 Marketer Snappy Kraken, Morningstar Launch Adviser Tool for Personalized Content The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.
Deals & People November 10th, 2022 DCIIA Announces New Adviser Council The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants.