Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business
The firm also predicts rising demand for end-to-end technology solutions and personalized services.
Tag: financial adviser
DOL Contractor Rule Threatened by 20% Adviser Quit Rate
An FSI survey shows independent advisers would retire before being classified as employee as the DOL mulls tens of thousands...
Workers Remain Worried About Inflation’s Impact on Retirement
High inflation is among the top concerns of retirement savers, but a new survey suggests financial advice can help boost...
The Role of Advisers Is Expanding
In light of the pandemic, at least 22 million Americans spoke with a financial adviser for the first time as...
Investors Less Likely to Heed Advice from Robo Advisers
It appears, according to a survey by Dalbar, that people put more faith in the advice of a human adviser.
Investors Still Prefer Live Advisers to Robo-Advisers
However, they expect their adviser to be technologically savvy.
Majority of Americans Expect to Use a Robo Adviser
Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.
Misperceptions Over the Affordability of Using an Adviser
A survey by OneAmerica indicates roadblocks in affording financial adviser services.
Americans Saving an Average of 7.6% for Retirement
Men are saving an average of 8.9%, and women, 6.4%, PenFed Credit Union found in a survey
More People Turning to Financial Professionals for Investment Advice
In addition, the use of online sources of information and advice is growing.