JP Morgan: Participants Willing to Hand Retirement Planning to Professionals
Nearly two-thirds of surveyed defined contribution plan participants relied on their own financial adviser or one provided by an employer...
Tag: retirement planning
The Retirement Vision for Clients Without Children
A financial planner discusses the specific planning needs of adults without children.
Online Tools Used More than Advisers to Start Retirement Planning, per Survey
Calculators are becoming the first step in retirement planning, reflecting a broader shift toward digital-first financial decisionmaking.
What Record Life Expectancy Means for Retirement
Longer life expectancies have redefined retirement planning conversations and have raised the stakes for saving.
Altruist Includes Tax Planning on AI Platform for Advisers
Hazel, an artificial intelligence-powered platform, also launched interactive scenario modeling that can analyze retirement transitions.
Nearly Half of Adults Praise ‘Superior’ AI Finance Information
About one in eight BestMoney survey respondents said they took ‘significant actions’ in retirement planning based on information provided by...
Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
Empower: Workers Desire More Retirement Savings Choices, Better Access
According to a study from Empower Retirement, workers want the option to invest in private markets and believe doing so...
Investors Still Prefer Human Touch for Financial Planning
According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.
Most Americans Expect to Live Longer, Still Retire Around 67
Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...
The Retirement Income Question
Can managed accounts give participants the planning help they need?
Senate Joins House in Refuting DOL’s ESG Rule
A resolution to nullify the DOL's rule permitting ESG investing in retirement plans will now go to President Joe Biden,...
BlackRock Sells Direct-to-Consumer Robo-Advisory Business to Ritholtz
BlackRock is selling FutureAdvisor’s direct-to-consumer advice and investment business after acquiring the firm in 2015 as a business-to-business platform for...
High Inflation Takes a Toll on Employees’ Financial Well-Being
Inflation, which remains elevated as of Tuesday's CPI report, has led to increased stress, less financial preparedness and growing debt,...
Advisory M&A
Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.
Half of 1M Robinhood IRA Savers Pick In-App Investment Recommendation
Online stock brokerage Robinhood said nearly 75% of more than 1 million users for its new IRA offering chose a...
Adviser Product Partnerships
Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green...
Behind Robinhood’s Retirement Push
Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of...
SECURE 2.0 Passes Senate as Industry Overwhelmingly Hopes for House Passage
The bill, which is awaiting House vote, contains the most popular provisions while also giving time for actors to come...