While last year’s theme was a “tug of war between earnings tailwinds and valuation headwinds,” 2023 is shaping up to be another challenging year for investors with “the Fed call[ing] the shots," Bob... Read More
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Industry Trends and Research
BY Ted Godbout | 1/3/2023
For many years now, Congress has tried to make it easier for small businesses to offer a retirement plan, but there still has been little movement in closing the coverage gap.
With... Read More
BY NAPA Net Staff | 12/29/2022
Amid a year filled with economic turmoil and a holiday season racking up credit card bills, Americans considering financial resolutions in the New Year are in good company, a new study suggests.... Read More
BY Nevin E. Adams, JD | 12/27/2022
I’ve been writing a weekly column (and then some) for more than two decades now. Some are easier to write (and read)—and some hold up better (and longer) than others. These are some of my (... Read More
BY Ted Godbout | 12/22/2022
At the start of 2022, Bob Doll observed that the year was shaping up to be a more challenging one for investors, but by the end of it, the Chief Investment Officer says that it was a year for the “... Read More
BY NAPA Net Staff | 12/21/2022
Confident about their careers and in their ability to achieve financial security, the nation’s youngest adults have a goal of retiring before they reach age 60, but that confidence comes with a few... Read More
BY Ted Godbout | 12/21/2022
Net growth in advisor affiliations has been a challenge for many broker/dealers (B/Ds) as increased competition from alternative affiliation options such as independent and hybrid registered... Read More
BY NAPA Net Staff | 12/19/2022
Americans saving for retirement through their defined contribution (DC) plan have largely stayed the course throughout 2022 even though their account balances have taken a hit.
The latest ICI... Read More
BY Ted Godbout | 12/16/2022
With inflation pushing living costs higher than expected, many American retirees are realizing they might need more money to retire comfortably. How has this impacted where people decided to retire... Read More
BY Nevin E. Adams, JD | 12/16/2022
A couple of months back we asked NAPA-Net readers for their perspective on managed accounts—but that was mostly focused on whether or not you used them in your practice(s). The results, as you may... Read More
BY Ted Godbout | 12/16/2022
The outlook for RIA M&A activity apparently has shifted dramatically from a year ago, according to a new report.
DeVoe & Company’s fifth annual M&A Outlook Report finds that... Read More
BY Ted Godbout | 12/15/2022
The 401(k) and matching programs are still the most highly sought-after benefits—yet with financial pressures on the rise, employees are craving financial stability above all and are looking towards... Read More
BY Nevin E. Adams, JD | 12/15/2022
A new survey of female advisors finds some disconnects between certain perceptions and realities—and offers insights on ways to better attract and retain women in the advisory profession.
When... Read More
BY Ted Godbout | 12/13/2022
While collective investment trust (CIT) providers continue to focus their distribution efforts on defined contribution plans with $25 million or more in assets, providers have recently expressed a... Read More
BY Ted Godbout | 12/13/2022
As the country withstands uncertain times, Americans are feeling less-than-optimistic when it comes to the year ahead and many plan to focus more on short-term needs, rather than long-term goals,... Read More
BY NAPA Net Staff | 12/13/2022
Benefits have long been a powerful recruiting and retention tool, and in the midst of a tight labor market, the Plan Sponsor Council of America’s 65th Annual Survey of 401(k) and Profit Sharing Plans... Read More
BY Ted Godbout | 12/12/2022
Given expectations of higher interest rates, inflation and volatility, institutional investors enter 2023 with a gloomy view of the economy, but they do still see opportunities in the market,... Read More
BY Nevin E. Adams, JD | 12/12/2022
This week a reader wants to know—do you “eat your own cooking?” More specifically, if you recommend managed accounts, do you use them for your own retirement account? Oh—and one of our very special... Read More
BY NAPA Net Staff | 12/12/2022
As the rising cost of living is beginning to affect participants’ ability to save, nonprofits are moving proactively to provide support, prioritize financial wellness tools and resources, and enhance... Read More
BY Nevin E. Adams, JD | 12/9/2022
Some have said that this could be the year for retirement income—a combination of new offerings, volatile markets, and rising interest rates. This week we asked readers what they thought…
It’s... Read More
BY Ted Godbout | 12/9/2022
Faced with competing responsibilities and time out of the workforce, many American women are struggling to save adequately for retirement, the findings of a new report suggest.
According to the... Read More
BY Ted Godbout | 12/8/2022
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... Read More
BY Ted Godbout | 12/7/2022
As the economic climate becomes more complex, plan design has emerged as a differentiator to help drive employee enrollment and support the company’s talent strategy, according to new research.... Read More
BY Ted Godbout | 12/7/2022
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... Read More
BY NAPA Net Staff | 12/6/2022
With inflation very much in the headlines, it should come as no surprise that true love costs a lot more this year.
And by “true love,” we mean the cost of the items recounted in that holiday... Read More
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