Displaying 81 results
How fast-growing advisors get clients to give referrals
Asking clients why they're satisfied helps advisors plant stories that lead to referrals, a report from Capital Group found.
With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
Most boomers content in retirement, but Social Security dependence is still real
Survey of retired Baby Boomers unpacks ongoing retirement income reliance, significant financial stress, and intentions for inheritance.
Wealth tech firm MyVest strikes retirement income partnership
The fintech integration aims to close the planning-execution gap with tax-optimized withdrawal recommendations, among other features.
For two-fifths of Gen X, retiring securely will take a “miracle”
Survey finds North American Gen Xers feel alone on their path to retirement readiness amid worries of public debt, healthcare costs, and inflation.
Rich Americans confident on money management, but not so much about retirement
Affluent individuals estimate they’d need a $3M retirement nest egg, and just half are prepared to transfer their wealth.
Women are less hopeful they’ll be richer than their parents in retirement
New survey findings reveal gender-based and generational gaps in adults’ retirement wealth expectations.
Are 401(k) plan sponsors missing the mark on workers’ financial wellness?
With less than 20 percent adoption for most financial wellness programs, Cerulli finds just one in four participants are confident about retirement.
DC plan sponsors are turning their attention to retirement income
New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.
Auto-IRAs get another push in Rhode Island
Senate Bill 2045 aims to require state private employers to provide a workplace retirement plan, with provisions for a state auto-IRA program.
Cetera builds insurance planning muscle with Fidelity alum
The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.
Financial Fitness Act gets a thumbs up from IRI
The Insured Retirement Institute is applauding a new bill that could help more Americans address the problem of student debt.
Retirement guidance tops list of workers’ most-wanted financial perks
Morgan Stanley research reaffirms the benefits of retirement and financial guidance, with four-fifths of employees looking to accelerate their planning.
Voya gives advisor managed accounts more room to maneuver
The retirement fintech unveils expanded lineup of non-core investment solutions amid growing interest in managed account solutions.
Healthcare costs a “major burden” for millions of adults
National survey reveals concerns around healthcare and drug expenses, with over half of adults predicting hardship for the next generation.
Senators push legislation to help micro-businesses offer retirement benefits
A new bipartisan bill proposes to expand tax credits for small businesses to start offering workplace pension plans.
Retirement savings account balances hit two-year high: Fidelity
Data from more than 45 million 401(k), 403(b) and IRA accounts show steady contributions even as "vibecession" weighs on savers.
New survey highlights caregivers’ retirement conundrum
With two-fifths of US adults worried long-term care costs would keep them from retiring, many are placing their hopes on AI.
US individual annuities see record-breaking first quarter, says Limra
Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.
More than half of peak 65 Americans “almost certain” to outlive their savings
Research from the Alliance for Lifetime Income reveals widespread concerns on Social Security, and growing risks for the “sandwich” generation.
