The trend toward values-based investing is poised to become a mainstream practice as Millennials come to control a larger share of wealth, according to a new report from Fidelity Charitable.  Combining their increasing share of wealth with their generation’s heightened focus on social change, 61%... READ MORE

RIA merger and acquisition activity started the year strong, but deceleration in activity and global events have created questions about future expectations, DeVoe & Company says in its first quarter 2022 RIA Deal Book.  Sixty-seven transactions were announced in the first three months of the... READ MORE

Emboldened by starting to save at an earlier age, Millennials apparently have an evolving vision of what it means to retire, with an emphasis on flexibility and lifestyle, according to a new study by Schwab.  Among the key findings in the firm’s new Retirement Reimagined Study is that while... READ MORE

After several years of focus on technology investments, investor satisfaction with digital offerings and engagement with digital channels has improvedsignificantly for the full-service wealth management industry.  In contrast, the industry continues to make “little or no progress” on its core... READ MORE

Despite ongoing challenges bought about by the pandemic, 2021 withdrawal and contribution data indicate that essentially all DC plan participants continued to save in their retirement plans at work. Only 2.2% of DC plan participants stopped contributing in 2021, compared with 2.3% in 2020 and 3.4... READ MORE

Consumer trust in saving, investing and advice relationships is at its highest level since 2010, according to a new report by Hearts & Wallets.   Nearly half (47%) of surveyed customers report high trust (item 2 on a 10-point scale) for both primary and secondary relationships, up over 10... READ MORE

The chairman of the Securities and Exchange Commission thinks the Commission stands on firm ground with respect to its legal authority to mandate that public companies include climate-related disclosures in their registration statements and periodic reports.  Chairman Gary Gensler made his remarks... READ MORE

Accumulation of retirement savings is a three-step process, each requiring an active decision, but the first and the most important of the three steps remains elusive, particularly for many minority workers, a new study finds.   Participation, contributions and investment allocation, of course,... READ MORE

An annual analysis of 401(k) plan data finds that the top five industries with the best plans continue to outpace the competition in nearly all metrics.  The results of Judy Diamond Associates’ sixth annual 401(k) Plan Benchmark Report finds that for the second year in a row, the 11,532 firms that... READ MORE