Data & Research July 17th, 2025 Wealth Management Industry Faces ‘Talent Crisis’ Amid Growing Need for Financial Professionals Early-career advisers said firms should invest in AI and branding to attract and retain talent, according to the annual J.D....
Data & Research July 16th, 2025 Alternative Investments, Gold Rank as Top Assets for Global Investor Cohort About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth...
Data & Research July 16th, 2025 Q2 Sees Volatile 401(k) Trading, According to Alight The company's 401(k) Index found investors spent most of the quarter shifting funds from stocks to fixed income.
Data & Research July 15th, 2025 Americans’ Net Worth Comfort Level Increases Again A study from Charles Schwab found that Americans feel the bar to achieve monetary wealth is increasing, but they value...
Data & Research July 11th, 2025 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...
Data & Research July 11th, 2025 Investors Still Prefer Human Touch for Financial Planning According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.
Data & Research July 10th, 2025 Blackstone Advisers Wary of Public Market Volatility, Intrigued by Private Markets A Blackstone Private Wealth survey of its financial advisers found they are concerned about public market volatility and are open...
Data & Research July 10th, 2025 Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a...
Data & Research July 9th, 2025 Most Investors Believe Financial Advisers Are Crucial to Long-Term Goals A Morgan Stanley survey found that investors know the importance of having both a professional financial plan and an adviser.
Data & Research July 8th, 2025 SmartAsset Ranks Hawaii, Maine as Best States for Adviser Opportunity The fintech provider ranked 44 states by assets under management available per SEC-registered adviser.
Data & Research July 7th, 2025 Despite Enthusiasm, Employees Underwhelmed About AI’s Potential According to two different surveys, employers must go beyond just providing access to AI and do more to train their...
Data & Research July 7th, 2025 Investors Are Proactive in Financial Planning Amid Economic Uncertainty Betterment survey finds younger retail investors are more involved with their financial planning than ever and are looking for guidance.
Data & Research July 1st, 2025 American Workers Spending Less Time Reviewing Workplace Benefits Three in four benefits-eligible workers expressed interest in support and guidance tools to help them understand how much to set...
Data & Research July 1st, 2025 Plan Sponsors Interested in Plan Designs and Programs that Enhance Participant Wellness Despite most plan sponsors feeling a strong responsibility for employees’ financial well-being, programs such as emergency savings, student loan repayment...
Data & Research June 30th, 2025 Student Loan Burden Lingers Beyond Repayment—Especially for Private Sector Workers A new study revealed key differences in how student debt impacts the financial well-being of public and private sector employees,...
Data & Research June 26th, 2025 PensionBee Analysis Says Looming Social Security Cuts Could Cost Americans $138,000 Each The analysis finds that a 23% cut would require $138,000 in added savings to replace the lost income; a 19%...
Data & Research June 25th, 2025 Investors, Advisers Take Different Approach to Initial Retirement Years A Global Atlantic survey showed mismatched priorities between financial professionals and clients during the critical ‘Fragile Decade.’
Data & Research June 24th, 2025 Automatic Plan Features Help Participant Savings Rates Stay Resilient in 2024, Says Vanguard The average 401(k) deferral rate was 7.7% in 2024—an all-time high and nearly one percentage point higher than the 6.8%...
Data & Research June 24th, 2025 Large Plan Sponsors Highly Satisfied With Advisory Services Nearly all plan sponsors surveyed by Callan offer some form of investment guidance to participants.
Data & Research June 20th, 2025 Workers Don’t Expect to Succeed in Saving for Retirement A new Transamerica report considers generational differences in retirement expectations.