Financial Advisers Less Optimistic Than Clients on Retirement Readiness
Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are...
Tag: retirement
David Eisenreich Named WTW North America Head of Retirement
Eisenreich replaces the retiring Michael Archer.
As Many Retirees Plan to Work for Fulfillment as for Money, Empower Finds
Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.
Gallagher to Continue Push Into Retirement Advisement in 2023
Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...
Financial Advisers Increasingly Land Clients Through Social Media
41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.
Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years
The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Retirement Industry People Moves
Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...
AARP Finds Major Gap Between Retirement Goals and Preparedness
A new AARP study finds there is still a wide gap between the importance people put on retirement planning and...
HUB Expands Wealth Management Footprint with Purchase, On Pace for 70 Acquisitions
Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...
Retirement Plans Still Vital in Talent War to Retain Employees
Research from Voya finds U.S. workers still value a retirement plan about as much as a flexible work arrangement. Ubiquity...
Recordkeeper Consolidation Leads to Drop in Proprietary Product Share, Opening Door for Asset Managers
The consolidation of DC plan providers may not be as much of a threat to asset managers as some have...
Full-Service Retirement Advisers Are Engaging in Busy Open Enrollment Season – With a Light Touch
Retirement advisories at companies also providing HR benefit, wealth management, and financial wellness are talking saving during this period of...
Regulators: Crypto, Fake IRAs Increasingly Used to Scam Older Investors
Representatives from NASAA, the SEC, and FINRA spoke about the need for financial advisers and firms to be trained to...
OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge
OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Retirement Consultant Gallagher Buys f3’s ‘Turnkey’ Wealth Management Platform
Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...
Half of Americans Say They’re Reducing or Stopping Retirement Savings Due to Inflation
An Allianz survey finds another 43% of Americans are also dipping into savings to meet costs. But recent PLANSPONSOR and...
Making Retirement Income Projections Useful
Plan participants need advisers to go beyond just awareness of their balance to thinking about that balance in the form...
Six Misconceptions About Social Security That Can Affect Participants
Not recognizing the impact of claiming benefits early – or the benefit of waiting – is essential.
What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.