Data & Research December 1st, 2022 Self-Directed Retirement Investors In Brokerage Accounts Stay in Equities Despite Volatility According to a Charles Schwab report, the average account balance decreased approximately 20%, year-over-year.
Data & Research November 22nd, 2022 Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated...
Data & Research November 18th, 2022 Sharp Year-End Decrease In Bonuses Expected for Financial Sector In the financial services sector, base salaries increase 4% to 5% for the second straight year in 2022, while bonuses...
Data & Research November 17th, 2022 Retirement Account Balances Down 21% or More in Q3, Fidelity Data Shows Data from more than 35 million participants in Fidelity accounts shows a steep hit to balances during the market downturn,...
Data & Research November 16th, 2022 Retirement Plans Still Vital in Talent War to Retain Employees Research from Voya finds U.S. workers still value a retirement plan about as much as a flexible work arrangement. Ubiquity...
Data & Research November 15th, 2022 53% of Savers Who Rely on Workplace Plans Don’t Work with Advisers U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...
Data & Research November 11th, 2022 Expert Panel: The Economic and Political Sides of ESG Experts caution against including political values in investment strategy, but explain that ESG is not a political agenda.
Data & Research November 10th, 2022 Smaller Asset Managers Lag Behind in Adviser Digital Experience Gap in website satisfaction between large and small asset managers could lead to less investment.
Data & Research November 4th, 2022 Financial Advisers Focused on Client Outreach A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their...
Data & Research November 4th, 2022 Women in Senior Roles Reach Retirement with 62% of Wealth of Male Peers The wealth accumulation gap between women and men is largest in leadership roles, in part because the pay trajectories for...
Data & Research October 31st, 2022 The Case for the 60/40 Portfolio’s Survival – In Two Charts 60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Data & Research October 28th, 2022 Which Party Does the Financial Industry Support? It’s complicated. Data shows that some sub-industries within finance tend to support Democrats while others support Republicans.
Data & Research October 27th, 2022 Half of Americans Say They’re Reducing or Stopping Retirement Savings Due to Inflation An Allianz survey finds another 43% of Americans are also dipping into savings to meet costs. But recent PLANSPONSOR and...
Data & Research October 27th, 2022 Young Workers Want Cryptocurrency in 401(k)s These workers are more likely to consider a broad range of retirement plan investments and want more options.
Data & Research October 27th, 2022 Market ‘Fear Factor’ Has Retail Annuities Booming. Can In-Plan Options Catch the Tailwind? Market volatility is contributing to record sales of retail annuities. But in-plan annuities to provide guaranteed income in retirement are...
Data & Research October 24th, 2022 Inflation Concerns Have Spiked for Investors, with Retirement Effects Investors who work with an adviser or financial professional are more likely to have a plan to generate income in...
Data & Research October 21st, 2022 Millennials and Gen Z Wealth Rises 25%, Outpacing Gen X and Boomers The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector,...
Data & Research October 21st, 2022 Annuities as Part of Target-Date Funds Grow in Popularity Cerulli retirement research shows growing interest in TDFs with guaranteed income for plan sponsors’ lifetime income options among consultants.
Data & Research October 21st, 2022 Think Again: When Should Workers Begin Saving for Retirement? A new study in the Journal of Retirement argues that if one’s goal for retirement saving is to keep their...
Data & Research October 20th, 2022 Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied...