Few Retirees, Pre-Retirees Seek Advice Despite Financial Security Fears
Only 35% of retirees and 37% of those 50 or older look to a financial professional for advice, Transamerica finds.
In Practice
FINRA Study Tests Senior Vulnerability to Social Security Scams
Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.
Investment Advisers Assume Lower Market Returns, See ‘Safe’ Withdrawal Below 4%
A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement...
PBGC Notes Address Change for Delivery of Checks
A new address for paper premium payment checks will start October 6.
Retirement Industry Can Leverage Young Investor Interest in Guidance
Younger generations and their older counterparts are equally interested in receiving advice from a financial professional, according to new research...
As Many Retirees Plan to Work for Fulfillment as for Money, Empower Finds
Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.
As Women Face Uncertain Retirement Outcomes, Advisory Practice Says: ‘Relate’
The need to relate more to female participants comes as 71% of women report they will outlive their retirement savings, according...
US Retirement Assets Rise for 4th Straight Quarter Through Q2
Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
Money Over Marriage: Younger Generations’ Priorities Present Adviser Opportunity
Younger savers may be responding to financial hardship ranging from the pandemic to inflation, according to research from MassMutual.
Consumer Researchers Rank Fidelity, American Funds Among Best Digital Experience
J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from...
How Advisers Can Put the ‘Social’ in Social Media
A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain...
How Pennies, Instead of Percents, Can Drive Participant Engagement
An adviser and plan sponsor discuss the way simplicity and communication turned around retirement saving fortunes at California’s Bicycle Casino.
ADP Exec: Start Auto-Enrollment With New Clients Now
With SECURE 2.0 deadlines pending, plan advisers should also start talking to plan sponsors about providing company matches as post-tax...
Some Wealth Managers See Growth in Branching Out to Retirement Consulting
One of the commonly missed opportunities for growing a retirement or wealth advisory business is executive financial consulting, according to...
Blended TDF Uptake Remains Low, but ‘There’s Clearly Something Shifting’
Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price...
10 Questions for Advisers To Ask When Brand Building
Rebecca Hourihan, founder of 401(k) Marketing, shares how to attract clients through personal branding.
Economic Slowdown, Inflation, Top List of Adviser Concerns in PGIM Study
A new survey by the asset manager also shows that more than half of respondents view U.S. Treasurys, investment-grade corporate...
Adviser Opportunities in Serving the K-12 Education Market
Jim Kiley of Security Benefit outlines the multiple opportunities available to retirement plan advisers with school district employees.
7 Questions Advisers Can Ask Plan Sponsors in Q4
Vestwell’s director of plan design consulting shares a playbook of options advisers can discuss in year-end plan meetings with longtime,...
Aspen Institute Retirement Experts Look to Saver’s Match to Close Savings Gap
An Aspen Institute forum on retirement considered major sector issues, including leveraging SECURE 2.0's 50% federal matching contribution deposited directly...