
Investment Product and Service Launches
FTSE Russell’s index series helps investors align their portfolios with their individual values by selecting issuers based on the impact of their conduct and products on society and the environment.

Investment Product and Service Launches
Edelman’s new platform builds on existing 401(k) advice and management services with a set of expanded financial wellness, counseling and planning resources.

Senators Raise Concerns About Bitcoin in Retirement Plans
Several U.S. Senators have sent a letter requesting answers from Fidelity on their decision to allow plan sponsors to offer participants exposure to bitcoin.
BPAS Announces Financial Planning Tool Update
The new tool will allow advisers to meet with participants and can be used on demand to help with planning.

What It Takes to Prepare for Retirement
J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.
EBRI Asks What It Takes to Retire Without Regrets
In a new ‘Fast Facts’ publication, researchers examine the current characteristics of retirees living without major financial regrets.

How Retirement Is Changing as We Live Longer
A new study examines the changing definition of retirement and takes a fresh look at the three decades of life after work that many will have.

Advisers Can Assist High-Net-Worth Investors With Reimagined Retirement
Across generations, investors with $5 million of investable assets have created a new retirement roadmap.

Workers Look Past the Pandemic to Retirement
Many Americans are concerned about the impact that inflation will have on their retirement savings, but despite the general unrest in the workforce, people are growing more optimistic than they were two years ago.
Advisers Can Integrate Clients’ Self-Directed Retirement Accounts
A partnership between a financial technology company and registered investment adviser can integrate clients’ retirement assets into their practice.

Where Student Loan Debt, Retirement Savings and Financial Wellness Intersect
Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the intersection of financial wellness and retirement planning.

Americans Say They Want to Work With an Adviser This Year
A survey finds respondents are concerned about future uncertainties and say long-term financial planning has become more important.

Many Retirees Feel Better About Finances Despite Pandemic
Research from the SOA suggests that retirees are doing better than they expected they would while working, despite the ongoing pandemic and a volatile economic recovery.

Advisers Have Window to Help Women Strengthen Retirement Readiness
A survey shows that, because of the COVID-19 pandemic, many women feel they are on the wrong track for retirement.

The Role of Advisers Is Expanding
In light of the pandemic, at least 22 million Americans spoke with a financial adviser for the first time as many looked to make plans for retirement and end-of-life preferences.

Women Face $1.1M Lifetime Salary Shortfall
Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits and other career issues appropriately.
Workers Concerned About How Election Day Will Impact Retirement Savings
A Lincoln Financial report also finds some workers are uncertain or confused when it comes to how they should prepare their retirement plans ahead of election results.

Coronavirus News for Plan Advisers
Focused analysis of market movements, business challenges and legislative and regulatory actions.

Business Owners Dream (Wrongly) of an Easy Retirement Transition
American Academy of Actuaries, SOA Update Longevity Illustrator
Understanding how long they may live opens up important retirement planning discussions with clients.