Search results for: Millennials
The Time to Reach Gen Z Is Now
Food for thought: If a person who is 15 years old were to start saving $50 a week and stay the course through age 65, they would very...
Participants Reveal What Retirement Planning Help They Need
Fewer than half (44%) of participants surveyed by Charles Schwab are confident making 401(k) decisions on their own, but 74% said they would be confident making 401(k) decisions...
Retirement Concerns One Unifying Factor This Election Season
A timely survey from Personal Capital suggests people who are registered with the Republican party are a little more likely to maintain a retirement savings account than Democrats—but...
Advisers Have Opportunities to Reach Generations Saving for Retirement
Among all generations, financial advisers are considered the most valuable source of financial advice, according to a study from Principal.
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Advisers Embrace Social Media, Taking Cue from Wealthiest Clients
A new Spectrem Group study highlights expanding use of social media and mobile technology among trendsetting wealthy investors.
Millennials Think $1 Million Retirement Nest Egg Is Impossible
Of the 41% who haven’t started saving for retirement, the majority say they aren’t making enough.
DST Systems Streamlines Enrollment on TRAC Platform
Enhancements to the current enrollment platform offer an even faster pathway for hesitant or time-pressed employees to start saving in their company’s retirement plan, the firm says.
Fidelity Reports Millennial 401(k) Account Balances at Record Levels
The average 401(k) account balance for its Millennial customers rose to a record $92,900 at the end of this year's second quarter, according to Fidelity's latest research.
Employer Financial Education Results in Success
Employees with access to financial education have more savings.
Millennials Have More Investment Confidence Than Boomers
However, more Millennials than Baby Boomers expressed high levels of concern about market volatility and its impact on them reaching their retirement goals.
DC Plan Participants More Diversified in Investments
Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.
Americans Worried About Funding Longevity
Americans surveyed said they would be more willing to seek help from a financial professional if he or she helped them find solutions that could create guaranteed income...
Clients’ Knowledge Base Influences Investing Opinions
New research from Prudential Retirement finds clear evidence that those who are more familiar with key financial topics are far likelier to describe them as important to the...
Millennial Advisers Far More Optimistic on Markets Than Their Counterparts
Nearly three-quarters think the market volatility will settle down by year’s end.
GfK: Consumers Are Still Not Ready for 'Robo'
New survey again confirms all-automated advisers can’t compete with humans.
Nearly 6 in 10 Millennials Saving for Retirement
Thirty-eight percent know how much they’ll need, and 40% have decided the age when they’ll retire.
Fidelity Debuts Financial Wellness Help Tool
The money “checkup” tool asks people about their goals and reveals where they need help.
Bird’s Eye View of Evolving Asset Management Landscape
Could Google one day be a top provider of investments or financial advice? What about Facebook, or Amazon?
Affluent Millennials Seeking Investment Advice
Ninety percent rely on financial advisers to diversify their portfolio.