Data & Research January 16th, 2024 Financial Adviser Shortage Looms, Cerulli Reports The consultancy finds the number of new advisers has not offset those who have gone in a different direction.
Data & Research January 16th, 2024 Advisers’ Value to Clients, by the Numbers PLANADVISER and PLANSPONSOR research highlights what the relationship between plan advisers and plan sponsors can bring.
Data & Research January 10th, 2024 Institutional Assets Held Only Slight Edge On Retail in 2023 Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a...
Data & Research January 10th, 2024 Peak 65 Finds Millions of Americans Unprepared, Economist Warns The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...
Data & Research January 5th, 2024 Older Workers Often Skeptical of Professional Retirement Advice, AARP Finds Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should...
Data & Research January 4th, 2024 Survey: New Year’s Resolutions From Top Plan Advisers PLANADVISER’s quarterly survey reveals that retirement plan advisers plan to focus on client prospecting, team building and participant education this...
Data & Research January 2nd, 2024 Retirement Clearinghouse Notes 4 Key Findings on Auto-Portability RCH predicts the automatic transfer of small-balance retirement plan accounts could grow net incremental wealth by $1.6 trillion over the...
Data & Research January 2nd, 2024 Infographics: Workers Prefer Financial Benefits to Lifestyle Perks A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.
Data & Research December 27th, 2023 Market Watchers See Return to ‘Normal’ in ’24 Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.
Data & Research December 19th, 2023 American Students Score Poorly in Financial Literacy An inaugural study by the SPARK Institute is an early step in engaging the retirement plan community to teach basic...
Data & Research December 18th, 2023 Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business The firm also predicts rising demand for end-to-end technology solutions and personalized services.
Data & Research December 18th, 2023 Retirement Preparedness by Industry Hospitality, agricultural workers are the least prepared for retirement, according to a Human Interest study.
Data & Research December 13th, 2023 DOL’s Fiduciary Rule Faces Uncertain Future Although regulators are motivated to finalize the rule, it will likely face litigation, according to Capital Group’s senior counsel.
Data & Research December 12th, 2023 Saver Receptivity to Financial Advice Reaches 10-Year High Hearts & Wallets research also finds more Americans are looking to do both investing and banking with one provider.
Data & Research December 7th, 2023 401(k) Loans, Hardship Withdrawals at 2-Year High Both loans and hardship withdrawals have increased to the highest rate since the pandemic, according to Empower’s annual retirement study.
Data & Research December 6th, 2023 Why Small 401(k) Plans Should Remain Wary of Hidden Fees Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.
Data & Research December 6th, 2023 Young Investors Tend to Fall for Online Financial Misinformation Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.
Data & Research December 6th, 2023 Financial Advisers Plan to Increase Alt Exposure in ’24 An annual CAIS-Mercer study finds bullishness for alts, though adding them to workplace retirement plans will take finesse, according to...
Data & Research December 5th, 2023 Americans Remain More Wary of Inflation Than Retirement Shortfall Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.
Data & Research December 5th, 2023 Passive Mutual Fund Assets to Surpass Active in ’24 Passive is taking a lead, particularly in qualified retirement plans, but active advisers are making inroads in other areas, according...