Data & Research April 2nd, 2024 ‘Magic Number’ for Retirement Hits All-Time High Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’...
Data & Research October 17th, 2023 Inflation Is Reshaping Retirement Outlooks, MFS Reports Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
Practice Management September 1st, 2023 AI Is Reshaping Financial Wellness, but Can It Improve Retirement Savings? Generative AI is already impacting financial wellness tools, but in coming years, it’s likely to have a greater role in...
Data & Research July 7th, 2023 Gen X, the First 401(k) Generation, Is Least Prepared for Retirement Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement...
Data & Research June 12th, 2023 Prudential Research Finds Gen X Particularly Unprepared for Retirement A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their...
The Markets January 12th, 2023 Among Advisers’ Top Concerns? Another 401(k) Drop in 2023 A “state of the industry” report from recordkeeper Ubiquity finds financial advisers fear another year of poor investment returns that...