July 15th, 2024 Investment Advisers Have Election Jitters Advisers expect the stock market to experience more volatility in 2024 than in the previous year.
Data & Research June 21st, 2023 One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide An additional 15% are unsure if they will ever be able to retire.
Data & Research April 18th, 2023 65% of Financial Advisers Braced for Recession The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.
Data & Research March 28th, 2023 US Workers’ Retirement Readiness Declines Amid Market Volatility American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
The Markets February 24th, 2023 Fidelity: Gen Z Savers Pour Into IRAs For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and...
Data & Research February 8th, 2023 Retirement Savers Held Course in 2022 Despite 401(k) Declines The latest retirement plan participant tracking from Vanguard and Bank of America show retirement savers’ resilience last year.
Data & Research October 24th, 2022 Inflation Concerns Have Spiked for Investors, with Retirement Effects Investors who work with an adviser or financial professional are more likely to have a plan to generate income in...
Data & Research October 13th, 2022 Financial Challenges Prevent Saving for Retirement A new Goldman Sachs Asset Management retirement report finds myriad competing financial priorities are impeding participants from saving sufficiently for...
In Practice September 20th, 2022 PANC 2022: Participant Mindsets and Communication Strategies Financial stresses increase the need for advisers to communicate with participants.
Data & Research October 12th, 2021 Calmer Summer Yields to Volatile Fall for U.S. Investors Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.
The Markets March 10th, 2021 What Should Advisers Focus On in a New Market Environment? After the challenges of 2020’s volatile market, financial advisers should learn how to approach any future obstacles with their clients.
Investment-Oriented Sequence of Return Risk There’s more participants should understand than just cutting back on equities.
Data & Research December 11th, 2020 Self-Directed Investors Satisfied With Their Strategies in 2020 Most say they learned the importance of staying the course, despite market volatility.
The Markets November 18th, 2020 Looking for Investment Standouts in the Current Environment Asset managers share strategies retirement plan investors should consider to weather the low interest rate and volatile equity environment.
The Markets October 20th, 2020 Further Stimulus Said to Be Already Priced into the Markets The failure to pass a second fiscal stimulus package is causing volatility, experts said, adding to the normal pre-election jitters.
Compliance September 22nd, 2020 PANC 2020: Taking an Economic View of ERISA Litigation An economic consultant discusses what plan fiduciaries should consider during this uncertain period and future litigation to look out for.
Client Service August 25th, 2020 Advisers’ New Challenge Is Helping Investors Navigate Volatility On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
Cover Story Investing Against COVID-19 The varying routes three fund managers take to fight the pandemic for investors.