New research finds most Gen X clients automate long-term savings but rely on willpower alone for emergency funds.
Vanguard finds auto portability curbs cash-outs, while PensionBee data show most automatic rollover IRAs lose value within a year.
Retirement savings gap widens as clients underestimate nursing home costs by nearly half.
Wealthy investors have saved only half of what they say they need, creating a wider retirement savings gap for advisors to address
A new Transamerica Institute report finds most American workers feel outpaced by costs and advisors are reaching only a fraction of them.
A new TIAA survey finds 43% of Americans cut retirement contributions in the past year, even as a Social Security cliff looms.
A new Schroders survey shows demand for workplace retirement access to private equity and private debt is climbing fast, but education lags.
USAA tops the JD Power rankings for a third straight year, while industry-wide scores climb 14 points as providers crack the service formula.
Healthcare inflation running at 280% of CPI - and most HSA holders are sitting in cash.
New research identifies the practice habits driving 121% DC AUM growth among the industry's top performers.
Six-figure losses, social media lures and impostor schemes are draining older clients’ savings, report to Congress shows.
Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit.
Most voters 50-plus in swing districts favor candidates backing a caregiver tax credit, as caregiving drains retirement savings.
New research exposes a wide gap in how affluent parents and their adult children understand and prepare for the transfer of family wealth.
A new AIC report finds a 13.2% median annualized return over 10 years, outpacing public equities, real estate, and fixed income.
Most Americans entering retirement lack a realistic picture of what health care will actually cost them and advisors may be their last line of defense.
New H&W data reveals $102.4 trillion in household investable assets, with taxable accounts outpacing retirement savings growth.
Unclaimed auto accounts can’t take family money, so advisors face questions on 529s, divorce terms, employer funding and stock gifts.
Devenir finds 52% of HSA assets are now invested, reshaping how clients can plan for retirement health care costs.
Donated SpaceX stock generally can’t be refused or sold for years, leaving advisors to explain concentration risk to families.
