Data & Research
Women of Color Taking More Confident Approach to Financial Future
According to data from Edelman Financial Engines, 67% of women of color reported securing a better financial path than the one they saw growing up.
Investment-Oriented
Sequence of Return Risk
There’s more participants should understand than just cutting back on equities.
Investment-Oriented
Investing
Data & Research
Data & Research
Products
The Risks of DC Investing
Some risks are ‘participant experienced’ and some ‘participant controlled.'
Despite the Volatility, Market Experts Shy Away From Predicting Recession
Brexit uncertainty. An inverted yield curve. A burgeoning trade dispute between the U.S. and China. Slowing global growth and shifting currency valuations. Is it all enough to spark a recession?
Gen Xers Should Consider Sequence of Returns Risk
The recent bouts of equity market volatility highlight the importance of balancing portfolio growth aspirations with the need to protect what has already been accumulated; Generation X faces a difficult task in balancing short- and long-term financial priorities.
Study Suggests Women Are More Likely to Heed Financial Advice
According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.
Investors Want to Discuss Risk and Retirement Income
While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.
Finworx Launches Finworx360 to Help Advisers Assess Clients’ Risk Tolerance.
The software includes a Behavioral Risk Survey that advisers can give to retirement plan participants.