Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
Tag: retirement planning
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
Empower: Workers Desire More Retirement Savings Choices, Better Access
According to a study from Empower Retirement, workers want the option to invest in private markets and believe doing so...
Investors Still Prefer Human Touch for Financial Planning
According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.
Most Americans Expect to Live Longer, Still Retire Around 67
Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...
The Retirement Income Question
Can managed accounts give participants the planning help they need?
Senate Joins House in Refuting DOL’s ESG Rule
A resolution to nullify the DOL's rule permitting ESG investing in retirement plans will now go to President Joe Biden,...
BlackRock Sells Direct-to-Consumer Robo-Advisory Business to Ritholtz
BlackRock is selling FutureAdvisor’s direct-to-consumer advice and investment business after acquiring the firm in 2015 as a business-to-business platform for...
High Inflation Takes a Toll on Employees’ Financial Well-Being
Inflation, which remains elevated as of Tuesday's CPI report, has led to increased stress, less financial preparedness and growing debt,...
Advisory M&A
Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.
Half of 1M Robinhood IRA Savers Pick In-App Investment Recommendation
Online stock brokerage Robinhood said nearly 75% of more than 1 million users for its new IRA offering chose a...
Adviser Product Partnerships
Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green...
Behind Robinhood’s Retirement Push
Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of...
SECURE 2.0 Passes Senate as Industry Overwhelmingly Hopes for House Passage
The bill, which is awaiting House vote, contains the most popular provisions while also giving time for actors to come...
Adviser Product Partnerships
Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms;...
When Merging Retirement Planning and Wealth Management, Participants Must ‘Come First’
As retirement planning and wealth management begin to overlap, a dividing line must be drawn between them for both business...
Morningstar Raises “Safe” Retirement Withdrawal Rate to 3.8%
Morningstar researchers say higher interest rates and lower equity evaluations will make starting with a 3.8% withdrawal rate safe for...
Social Security Administration Aims for Informative, Time-Saving Website Redesign
Understanding when and how to take Social Security distributions should be a critical part of everyone’s retirement planning, according to...
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...
Investment Product and Service Launches
Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial...