Tag: Baby Boomers

Capitaliz founder Craig West provides insights to plan advisers on how to manage clients’—or their own—business exits in an age...

Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.

Of Americans surveyed in an August poll, almost 60% said money buys happiness, at least in part, as it gives...

Younger generations and their older counterparts are equally interested in receiving advice from a financial professional, according to new research...

Nearly one out of every two Americans between the ages of 40 and 59 are using retirement savings to support...

Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement...

Account balances among millennial men exceed women by 23%, significantly less than the average gender gap of 50%.

The financial firm mined millions of retail investors to learn about investing trends from the last five years.

New PGIM research also signals a potentially larger market for the guaranteed income product.

American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...

Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...

The US is expected to enter a “short and shallow” recession in 2023, according to the Conference Board’s top economist.

For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and...

Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...

The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector,...

A new Goldman Sachs Asset Management retirement report finds  myriad competing financial priorities are impeding participants from saving sufficiently for...

New retirement research shows that plan participants are increasingly growing frustrated in today’s market. 

Across generations, investors with $5 million of investable assets have created a new retirement roadmap.

Fewer than four in 10 advisers say they have a successful track record of partnering with their clients’ children or spouses on successful wealth transitions, meaning the stability...