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Industry Trends and Research

BY Nevin E. Adams, JD | 7/18/2019
A reader comments, “Too often we get caught up in the complexities of financial wellness, etc. without improving the basics, such as the number of people who have even signed up for online access to... Read More
BY Ted Godbout | 7/17/2019
A steady stream of trades in one direction made for the heaviest quarter of net trading since the third quarter of 2016, according to the Alight Solutions 401(k) Index. The firm’s second-quarter... Read More
BY Nevin E. Adams, JD | 7/16/2019
While I am sure there was a period in my youth when I wanted to be a fireman, a cowboy, or maybe even a professional athlete, my earliest memories are of wanting to be an astronaut.  Never... Read More
BY Ted Godbout | 7/16/2019
The cost of investing in equity and hybrid mutual funds through 401(k) plans fell again in 2018, continuing a trend that has persisted for nearly 20 years.  In 2000, 401(k) plan participants... Read More
BY Ted Godbout | 7/15/2019
Most DC plan sponsors feel a high level of responsibility for participants’ financial wellness, but a new survey finds that many are not taking proactive measures to position them for success. ... Read More
BY Nevin E. Adams, JD | 7/15/2019
A reader comments: “Too often we get caught up in the complexities of financial wellness, etc. without improving the basics, such as the number of people who have even signed up for online access to... Read More
BY Ted Godbout | 7/15/2019
  The wealth management industry is facing a generational crisis, and the support younger advisors want to develop a successful practice looks very different from that of earlier generations... Read More
BY Ted Godbout | 7/15/2019
A new multinational survey finds that retirement benefits are considered a top factor among individuals when deciding on a job offer, and a separate multinational survey contends a company’s... Read More
BY Nevin E. Adams, JD | 7/12/2019
Baseball season is in full swing (get it?) – in fact, this week, the 90th Major League Baseball All-Star game was played. But a reader has asked for some help in identifying the best movie about... Read More
BY Ted Godbout | 7/11/2019
Most DC plan sponsors feel a high level of responsibility for participants’ financial wellness, but a new survey finds that many are not taking proactive measures to position them for success. ... Read More
BY Ted Godbout | 7/10/2019
Closely correlated in the minds of plan sponsors, consolidating platforms and streamlining the advisor experience once again rank as the highest priorities, according to a new report by Cerulli... Read More
BY Nevin E. Adams, JD | 7/9/2019
There have been many different solutions put forth over the years to remedy the nation’s retirement ills, but regardless of your perception of the coming crisis (including those who believe such... Read More
BY Ted Godbout | 7/9/2019
Wealth management M&A activity reached a new quarterly high in the second quarter of 2019, and could be on pace for another record year.  ECHELON’s M&A Deal Tracker report shows that... Read More
BY Nevin E. Adams, JD | 7/8/2019
Baseball season is in full swing (get it?) – in fact, this week, the 90th Major League Baseball All-Star game will be played. A reader has asked for some help in identifying the best movie about... Read More
New poll results from The Associated Press-NORC Center for Public Affairs Research suggest a major disconnect between when individuals plan to retire – or not retire – and the realities of aging in... Read More
BY Ted Godbout | 7/5/2019
Despite economic growth and declining unemployment, new research suggests that cash-strapped Americans are failing to save for retirement, struggling with student loan debt and facing decreasing... Read More
BY Ted Godbout | 7/5/2019
  For many, the independent registered investment advisor (RIA) channel is as attractive as ever to brokers seeking greater control over their careers and their ability to serve their clients... Read More
BY Ted Godbout | 7/5/2019
A new study finds persistent investor concerns that a recession is nearing, but most investors say they feel “prepared” if that happens.    According to the latest Wells Fargo/Gallup... Read More
BY Ted Godbout | 7/5/2019
One strategy that’s often recommended to increase plan contributions in plans without automatic enrollment is to “stretch the match,” but a recent study suggests that may not achieve the desired... Read More
BY Ted Godbout | 7/2/2019
  If your clients haven’t started factoring in how much they’ll need to cover health care costs in retirement, a new report might convince them to start doing so. Annual estimates about... Read More
BY Ted Godbout | 7/1/2019
Paying their children’s expenses while caring for their parents, Gen X families are facing a precarious financial situation as they close in on retirement, a new report explains.   The study... Read More
BY NAPA Net Staff | 7/1/2019
Maintaining good health looms large among older adults who say it is the biggest factor in achieving their goals in retirement. In a new survey by UnitedHealthcare, nearly 70% of Americans ages 62... Read More
BY NAPA Net Staff | 6/29/2019
In what marked the S&P 500’s best first-half performance since 1997, the average 401(k) balance also turned in a solid performance. According to estimates from the nonpartisan Employee Benefit... Read More
BY Ted Godbout | 6/29/2019
Many employees continue to struggle with competing financial priorities, prompting 401(k) providers to create solutions through financial wellness programs, but it will require more than educational... Read More
BY Ted Godbout | 6/29/2019
While much has been written about the topic, new research suggests that some common thinking about “gig workers” simply doesn’t hold up. Despite the popular perception that most external workers... Read More

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