Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.
Investors who are younger and have less wealth are content with their financial advisers, but also quicker to leave them, according to Spectrem Group research.
Young workers with small balances and owners of Roth individual retirement accounts (IRAs) are likelier than other IRA owners to make “extreme” allocations to either stocks or money,...
A best-practice defined contribution (DC) plan can provide secure retirement income at equivalent cost to a defined benefit (DB) plan, according to a new research paper from the...
Registered investment advisers (RIAs) look at alternative investments and tactical management as the keys to navigating volatility in the current market.
To advisers, it’s poor money habits. To sponsors, it’s inadequate participant engagement in the workplace retirement plan. But the result is the same: room for improvement.
Beyond the company website, an asset manager’s digital presence is critical, and three in five advisers judge asset managers by their Internet activity.
Financial wellness is getting more attention from plan advisers, according to speakers at a webinar by Financial Finesse, a provider of financial education services.
U.S. workers could see their retirement savings tumble 20% if Congress and the President fail to craft a deal to raise the federal government’s $16.7 trillion debt ceiling,...
More than nine in 10 small business leaders predict that their need for an outside financial adviser will increase or stay the same over the next several years,...
They have yet to get around to it. Some say they just do not need to. A substantial number of investors have not developed a financial plan, Nationwide...
A new retirement readiness survey found an increasing number of plan sponsors point to participant outcomes, not gross participation rates, as the best measure of success for an...
A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.
Insurance and investment services provider Pacific Life unveiled a new strategy to educate financial advisers on opportunities and best practices for winning clients in the small to medium-sized...
Developing sophisticated segmentation and sales strategies is critical to growing business with registered investment advisers (RIAs), according to new research by kasina.