Data & Research January 5th, 2024 Older Workers Often Skeptical of Professional Retirement Advice, AARP Finds Among those older than 50, 41% of people prefer to handle retirement planning in-house, and almost all agree advisers should...
Data & Research September 28th, 2023 Few Retirees, Pre-Retirees Seek Advice Despite Financial Security Fears Only 35% of retirees and 37% of those 50 or older look to a financial professional for advice, Transamerica finds.
Data & Research September 27th, 2023 FINRA Study Tests Senior Vulnerability to Social Security Scams Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.
Data & Research July 17th, 2023 Changing Workforce: Employees Over 55 Will Make Up 25% of US Labor Market by 2031 A Bain & Co. study found that the so-called Great Resignation has become the ‘Great Sabbatical,’ as many return to...
Client Service June 16th, 2023 Senior Safe Act Incentivizes Reporting Financial Exploitation of Seniors Experts explained during a FINRA webinar that the act provides financial institutions immunity for reporting potential exploitation of senior citizens.
Client Service May 18th, 2023 Giving Older Workers the Choice to Work or Retire with Dignity Older workers do not have the means to retire, and others are working in subpar labor conditions, according to experts...
Data & Research April 11th, 2023 Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal 64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...