Deals & People October 19th, 2022 Sequoia Secures $200M from PE Firm Valeas to Fuel Continued Growth The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.
Plan Design / Cover Story Balancing Act How advisers can help participants prioritize their savings, with retirement in mind.
Compliance August 31st, 2020 Few Divorcing Couples Know About QDROs Older couples and women, in particular, are often put at a retirement disadvantage when faced with a divorce, a GAO report finds.
The Markets April 1st, 2020 Coronavirus News for Plan Advisers Focused analysis of market movements, business challenges and legislative and regulatory actions.
Data & Research October 2nd, 2018 Setting Realistic Expectations about Work in Retirement Twenty-one percent of workers expect that working in retirement will provide them with a major source of income, but this is only true for 9% of retirees.
Data & Research August 16th, 2018 Saving for Retirement Is Americans’ Biggest Financial Worry Younger Baby Boomers and Gen Xers are the most stressed about retirement, a Bankrate.com survey found.
Data & Research April 19th, 2018 HNW Investors Worry About Health Care Costs Due to Longevity However, they also say their wealth has helped them live a healthier life, UBS found in a survey
Data & Research March 19th, 2018 Older Families’ Debt Levels Have Increased Since 1998 Nearly 70% of families where the head of the household is 55 or older carry debt, EBRI found.
Data & Research March 13th, 2018 Female Advisers Say Women Are Underserved Three quarters of women under 40 do not have a financial adviser.
Data & Research February 28th, 2018 Most Women Worried About Life in Retirement Only 25% expect life to be better in retirement, Nationwide found in a survey.
Data & Research February 27th, 2018 More Than Half of Americans Not Contributing to a 401(k) Furthermore, only 37% are contributing to an IRA, and 18% to a HSA, Edward Jones learned in a survey
Data & Research January 29th, 2018 Nearly One in Seven Expects to Continue Working or Never Retire Only 31% of Americans are confident they will have saved enough by the time they retire.