Amid the ongoing war for talent, recruiting new staff has for the first time ranked as the top strategic priority for registered investment advisor firms, ahead of acquiring new clients through client referrals, which usually gets top billing.   This is according to Schwab’s newly released 2022... READ MORE

A new survey finds that, while most small and midsized U.S. businesses and their employees believe a recession is likely in 2023, most continue to invest in their employees, electing to avoid salary or benefit reductions. Instead, businesses are choosing to reduce other operating expenses (29%),... READ MORE

The Certified Financial Planner Board of Standards (CFP Board) has released a new guide about cryptocurrency-related assets to help CFP professionals uphold the Code of Ethics and Standards of Conduct (Code and Standards) in their practices. While the same standards apply to cryptocurrency-related... READ MORE

Market volatility and pandemic fears apparently were not enough to scare away younger 401(k) plan participants from investing in equities. According to a new joint study from the Employee Benefit Research Institute (EBRI) and Investment Company Institute (ICI), younger participants—as a group—had... READ MORE

With speculation running rampant on whether Congress will approve the SECURE Act 2.0 in the remaining days of the 117th Congress, we sat down with American Retirement Association CEO Brian Graff to get his take on what he sees happening, and what advisors and plan sponsors should be considering. ... READ MORE

As the workforce becomes more mobile and employers look for ways to attract and retain the most qualified candidates, nonqualified deferred compensation plans (NQDC) increasingly are being viewed as a critical employee benefit offering. The Principal Financial Group recently conducted two surveys... READ MORE

Rising inflation and stock market volatility are weighing heavily on self-directed investors, but few have moved money out of stocks or bonds, and instead appear to be tightening their budgets. This is according to findings from Janus Henderson Investors’ 2022 Retirement Confidence Report, which... READ MORE

T. Rowe Price's new U.S. retirement market outlook examines three broad trends the firm expects to continue to shape the retirement outlook for millions of Americans who are saving and investing for retirement. Specifically, the firm’s 2023 retirement outlook looks at the following: Retirement... READ MORE

Amid ongoing market volatility and tightening monetary policy, a new survey finds that nearly 9 in 10 financial advisors (88%) intend to increase their allocations to alternative asset classes over the next two years. The survey conducted by CAIS and Mercer also found that 89% of alternative asset... READ MORE