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Industry Trends and Research

BY John Sullivan | 7/12/2023
Financial Finesse Ventures, a venture arm of financial coaching and wellness firm Financial Finesse, announced a new investment in OfColor, a “bold, minority-owned financial wellness platform that is... Read More
BY Nevin E. Adams, JD | 7/11/2023
Millennials have had a rough week of it, at least in the financial press. First there was a report that they had established asset allocations that mirrored that of their grandparents (the... Read More
BY Ted Godbout | 7/10/2023
While overall deal volume decreased in the second quarter of 2023, there was a significant increase in large RIA investments, according to ECHELON’s second quarter, 2023 RIA M&A Deal Report.... Read More
BY Nevin E. Adams, JD | 7/10/2023
A new study reviews data from two databases[i] to see how (if?) retirement expectations have been impacted by the experience of the COVID-19 pandemic. The research—titled “Retirement Expectations... Read More
BY John Sullivan | 7/7/2023
How does loan behavior on the part of plan participants correlate with savings rates and, ultimately, retirement outcomes? It’s a question asked and answered by T. Rowe Price, who recently drilled... Read More
BY John Sullivan | 7/6/2023
An extensive survey from Transamerica Center for Retirement Studies (TCRS) looks at generational priorities, attitudes, defining financial moments, and retirement plan coverage and savings rates.... Read More
BY John Sullivan | 7/5/2023
U.S. wealth management firms have an “advisor engagement problem.” With volatile markets, growing compliance and administrative responsibilities, and an aging advisor population, many advisors are... Read More
BY John Sullivan | 7/5/2023
Maybe they don’t know everything after all? Over half of Gen Zers and Millennials consider themselves at least somewhat financially dependent on their parents, with 23% stating they’re still very... Read More
BY Ted Godbout | 7/3/2023
With an increasing number of plan sponsors apparently wanting to retain plan assets post-retirement, retirement income initiatives in 401(k) and other defined contribution (DC) plans have... Read More
BY Ted Godbout | 6/29/2023
Notwithstanding various market challenges, and buyers and sellers coming to the table with differing motivations and expectations, registered investment advisor (RIA) M&A activity has continued... Read More
BY Ted Godbout | 6/28/2023
The average 401(k) account balance among men is 50% greater than women's overall ($89,000 vs. $59,000), but this gender imbalance among younger generations apparently is closing. According to Bank... Read More
BY John Sullivan | 6/27/2023
The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark... Read More
BY John Sullivan | 6/26/2023
Not your grandparents’ retirement? Actually, it is. A little-reported finding from Schroders’ recent US Retirement Survey 2023 is that Millennials are inexplicably investing in much the... Read More
BY John Sullivan | 6/23/2023
StoneStreet Equity has been acquired by OneDigital, M&A advisory firm Wise Rhino Group (WRG) announced Thursday. WSG, who acted as advisor to StoneStreet Equity, said the terms of the... Read More
BY Ted Godbout | 6/21/2023
Fidelity Investments is out with its annual Retiree Health Care Cost Estimate with news of something that hasn’t happened in nearly a decade. The firm estimates that the amount a 65-year-old... Read More
BY Ted Godbout | 6/20/2023
Investors grappling with ongoing inflation, high interest rates and an unstable economic environment are considering delaying their retirement plans, according to Nationwide’s eighth annual ... Read More
BY Ted Godbout | 6/20/2023
An examination of how Americans think about saving, spending and investing finds that the nation faces a wealth paradox, driven by the contrast between how people define wealth for themselves... Read More
BY John Sullivan | 6/16/2023
Hyper-consolidation in the retirement plan space continued with the announcement in late May that Franklin Resources, better known as Franklin Templeton, would buy Putnam Investments from Great West... Read More
BY Ted Godbout | 6/15/2023
In a nod to plan sponsors that improved plan design and introduced new automatic features despite a volatile economy, Vanguard reveals in its just-released How America Saves report that it saw record... Read More
BY Ted Godbout | 6/14/2023
Against a backdrop of outstanding student loans and rising consumer debt, only about half of young adults believe they will be able to retire at the age they want, according to the findings in a new... Read More
BY John Iekel | 6/8/2023
Auto-enrollment can dramatically increase participation in a retirement plan—however, the degree to which it is beneficial varies depending on which party one considers, says a recent study.... Read More
BY Ted Godbout | 6/6/2023
The ongoing economic environment continues to heighten financial pressures for employees, who are turning their attention to their workplace benefits for support, a new study finds. As a result,... Read More
BY Kassandra Hendrix | 6/6/2023
We are all familiar with GIGO, “Garbage in, Garbage out”, the fundamental concept in computer science and information technology that highlights the importance of data integrity. Incorrect,... Read More
BY Ted Godbout | 6/1/2023
For those born between 1964 and 1978, planning for the new retirement reality is particularly challenging.   Unlike Millennials, who still have plenty of time to save before retirement, and... Read More
BY Ted Godbout | 5/30/2023
Today’s investors are exposed to more information than any previous generation, with access to data and research that would have been available only to financial professionals in the past, but that... Read More