That apparently is the sentiment for nearly half of investors who participated in the Nationwide Retirement Institute’s 9th annual Advisor Authority survey.
In fact, regardless of political... Read More
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Industry Trends and Research
BY Ted Godbout | 10/30/2023
BY Ted Godbout | 10/26/2023
Morningstar’s 7th annual landscape study on health savings accounts (HSAs) available to individuals shows continued industry improvement, even though persistent issues with transparency and fees... Read More
BY Nevin E. Adams, JD | 10/24/2023
A recent analysis of world pension systems gave America a passing grade, but not a good one.
The latest—the Mercer CFA Institute Global Pension Index[i]—gave the United States a C+ (though a B in... Read More
BY Ted Godbout | 10/23/2023
As health care costs in the United States continue to rise and inflation remains stubborn, many Americans apparently are losing confidence in their ability to afford their health... Read More
BY Ted Godbout | 10/22/2023
Benefits decision makers have cited high costs of living as the top issue to address through financial wellness initiatives, superseding retirement preparedness for the first time ever, according to... Read More
BY John Sullivan | 10/17/2023
Inflation fears are (understandably) leading to behavioral change, especially with retirement saving and investing.
Following a second straight year of above-average inflation, and after last year... Read More
BY John Sullivan | 10/16/2023
Americans' dismal savings rate is a perennially talked about topic, yet COVID pushed emergency savings to the fore, illustrating just how unprepared most workers are for a major (or even modest)... Read More
BY Ted Godbout | 10/12/2023
The nation’s youngest members of the workforce have ambitious goals to retire at an early age, though they also believe they are facing more obstacles to do so than those before them.
In fact,... Read More
BY Ted Godbout | 10/11/2023
In what was likely pent-up demand being released, RIA merger and acquisition (M&A) deal volume surged in the third quarter, rising to its highest point in over a year, according to ECHELON... Read More
BY Ted Godbout | 10/10/2023
Women apparently are tapping into their “financial superpowers” and are making smart money moves to gain ground in several financial areas, although there’s still more work to be done to help them... Read More
BY John Sullivan | 10/9/2023
Where are we as an industry in providing one-on-one financial planning as an employee benefit? Is there any significant movement on that front?
“There’s more acceptance and recognition... Read More
BY Ted Godbout | 10/9/2023
As economic challenges worry workers, day-to-day finances are starting to cause more stress than longer-term financial priorities, like retirement, a new survey finds.
Results from the 2023... Read More
BY Nevin E. Adams, JD | 10/3/2023
There’s an oft-repeated line from that 1967 classic movie “Cool Hand Luke” about a “failure to communicate.”
Now, most of us aren’t trying to convey the consequences of violating prison... Read More
BY Ted Godbout | 10/3/2023
Today’s workers’ expectation of when and how they will retire is a radical departure from how retirees actually retired.
That’s according to Transamerica Center for Retirement Studies’ (TCRS)... Read More
BY John Iekel | 10/2/2023
Uniformity and universality are not hallmarks of retirement plan coverage. A new report offers a look at who in the private sector is most likely to have access to a plan and to be covered. ... Read More
BY John Sullivan | 9/29/2023
Student loans are again making headlines, and October marks the resumption of payments for borrowers after a lengthy COVID-related hiatus, a politically controversial issue affecting over 45 million... Read More
BY John Sullivan | 9/27/2023
The bad news is that 401(k) loans are on the rise and have consistently increased since a low in 2020, according to a new report from T. Rowe Price. Thankfully, they have yet to reach pre-pandemic... Read More
BY Ted Godbout | 9/26/2023
Over the last year, the impact of inflation and economic uncertainty has contributed to increased financial stress, leading many employees to focus on short-term financial needs instead of saving for... Read More
BY Ted Godbout | 9/25/2023
After enduring one of the worst stock markets in decades, health savings account (HSA) investment assets have grown rapidly, according to Devenir’s 2023 mid-year HSA market survey report.
As part... Read More
BY Ted Godbout | 9/24/2023
While the gender savings gap apparently has closed in their so-called “personal economies,” new research suggests that women are still showing less confidence than men when it comes to investing and... Read More
BY Ted Godbout | 9/21/2023
Even though inflation has eased a bit in recent months, that hasn’t stopped American workers from worrying about the impact it will have on the cost on their workplace benefits as open enrollment... Read More
BY Ted Godbout | 9/19/2023
There’s some good new and some bad news in Goldman Sachs Asset Management’s (GSAM) just-released retirement report, which examines how plan participants are preparing for, transitioning to, and... Read More
BY Ted Godbout | 9/19/2023
While the pandemic may have induced a large wave of retirees to leave and later return to the workforce, a new report finds the trend of “working in retirement” is continuing to grow.
According to... Read More
BY Ted Godbout | 9/19/2023
After experiencing a slower pace for the first nine months of 2023, RIA merger and acquisition (M&A) activity apparently regained its footing in the third quarter.
According to an update by... Read More
BY Ted Godbout | 9/15/2023
New research by the Employee Benefit Research Institute (EBRI), conducted in partnership with J.P. Morgan Asset Management, reveals that households with spending “spikes” are more likely to increase... Read More
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