Defined contribution wholesalers—or as our annual accolade acknowledging the best of this “breed” calls them, “Advisor Allies”—have long been a vital support partner for the nation’s retirement plan... Read More
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Industry Trends and Research
BY John Iekel | 8/7/2023
Health issues can arise at any time. And during retirement, many may turn to their 401(k) for the funds to address them—but health savings accounts (HSAs) are another option, and a July 27 webinar... Read More
BY Ted Godbout | 8/7/2023
After having been paused at the start of the COVID pandemic, federal student loan repayments are set to resume later this year, forcing many to consider cutting back on spending and saving for... Read More
BY Ted Godbout | 8/4/2023
With a labor shortage that’s expected to last through 2026 intertwined with a growing gig economy, employers may need to rethink their strategies and focus on creating a work environment that values... Read More
BY Ted Godbout | 8/2/2023
The differences between low-income and high-income older workers’ retirement accounts were greater in 2019 than in 2007, according to a new analysis by the Government Accountability Office (GAO).... Read More
BY Ted Godbout | 8/2/2023
If it wasn’t already a known commodity to industry stakeholders and workers saving for retirement, a new study confirms that the 401(k) is becoming a non-negotiable benefit for job seekers.... Read More
BY Ted Godbout | 7/31/2023
Managed account assets are expected to grow to nearly $16 trillion by 2026, exceeding 13% annual growth over the next four years, but a new report suggests that, as sponsors balance growth in fee-... Read More
BY Nevin E. Adams, JD | 7/31/2023
Regardless of plan sponsor sentiment, there’s also a pretty consistent understanding that advisors will wind up playing an essential role in overcoming the traditional objections to these solutions... Read More
BY Ted Godbout | 7/24/2023
Americans say that financial advisors are the most trusted source of financial advice and those who work with one are much more confident, yet a surprisingly few do so, new survey data shows.... Read More
BY Ted Godbout | 7/21/2023
Despite 2022 being a challenging year, the registered investment advisor (RIA) industry continues to be strong, with organic growth and client retention helping to lead the way, according to Schwab... Read More
BY Ted Godbout | 7/19/2023
Unpaid caregivers serve a vital function in taking care of a family member or close relative, but new research published by the Employee Benefit Research Institute (EBRI) finds that it can take a... Read More
BY Ted Godbout | 7/19/2023
While inherited wealth may provide a financial lift for some, the results of a new survey reveal that a surprising number of Americans lack confidence in their ability to manage the funds.
In the... Read More
BY Ted Godbout | 7/17/2023
New research by the Society of Actuaries (SOA) looks at the challenges that families face—particularly the impact on their retirement plans—when saving for both their retirement and a family member’s... Read More
BY Ted Godbout | 7/13/2023
As Generation X becomes the country’s next generation on deck to retire, a new report finds that many of those born between 1965 and 1980 are woefully unprepared for retirement.
When... Read More
BY John Sullivan | 7/12/2023
Financial Finesse Ventures, a venture arm of financial coaching and wellness firm Financial Finesse, announced a new investment in OfColor, a “bold, minority-owned financial wellness platform that is... Read More
BY Nevin E. Adams, JD | 7/11/2023
Millennials have had a rough week of it, at least in the financial press.
First there was a report that they had established asset allocations that mirrored that of their grandparents (the... Read More
BY Ted Godbout | 7/10/2023
While overall deal volume decreased in the second quarter of 2023, there was a significant increase in large RIA investments, according to ECHELON’s second quarter, 2023 RIA M&A Deal Report.... Read More
BY Nevin E. Adams, JD | 7/10/2023
A new study reviews data from two databases[i] to see how (if?) retirement expectations have been impacted by the experience of the COVID-19 pandemic.
The research—titled “Retirement Expectations... Read More
BY John Sullivan | 7/7/2023
How does loan behavior on the part of plan participants correlate with savings rates and, ultimately, retirement outcomes?
It’s a question asked and answered by T. Rowe Price, who recently drilled... Read More
BY John Sullivan | 7/6/2023
An extensive survey from Transamerica Center for Retirement Studies (TCRS) looks at generational priorities, attitudes, defining financial moments, and retirement plan coverage and savings rates.... Read More
BY John Sullivan | 7/5/2023
U.S. wealth management firms have an “advisor engagement problem.” With volatile markets, growing compliance and administrative responsibilities, and an aging advisor population, many advisors are... Read More
BY John Sullivan | 7/5/2023
Maybe they don’t know everything after all?
Over half of Gen Zers and Millennials consider themselves at least somewhat financially dependent on their parents, with 23% stating they’re still very... Read More
BY Ted Godbout | 7/3/2023
With an increasing number of plan sponsors apparently wanting to retain plan assets post-retirement, retirement income initiatives in 401(k) and other defined contribution (DC) plans have... Read More
BY Ted Godbout | 6/29/2023
Notwithstanding various market challenges, and buyers and sellers coming to the table with differing motivations and expectations, registered investment advisor (RIA) M&A activity has continued... Read More
BY Ted Godbout | 6/28/2023
The average 401(k) account balance among men is 50% greater than women's overall ($89,000 vs. $59,000), but this gender imbalance among younger generations apparently is closing.
According to Bank... Read More
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