Retirement Planning

Displaying 7977 results
Trump executive order set to ease path for private assets in 401(k)s, but hurdles remain
RETIREMENT PLANNING JUL 17, 2025
Trump executive order set to ease path for private assets in 401(k)s, but hurdles remain

A new PitchBook analysis unpacks sticking points relating to liquidity, costs, and litigation risk for would-be investors and plan sponsors.

By Leo Almazora
Middle-income households under pressure as finances are squeezed
RETIREMENT PLANNING JUL 17, 2025
Middle-income households under pressure as finances are squeezed

Financial resilience is at risk as cost of living strains budgets.

By Steve Randall
Record low expense ratios are empowering retirement savers and their advisors
RETIREMENT PLANNING JUL 16, 2025
Record low expense ratios are empowering retirement savers and their advisors

Mutual fund fees have improved thanks to the significant progress made, report shows.

By Steve Randall
Americans face a tough climb to seven-figure retirement comfort goal
RETIREMENT PLANNING JUL 15, 2025
Americans face a tough climb to seven-figure retirement comfort goal

Many are unprepared – and know it – according to a new survey.

By Steve Randall
Clients are nervous about volatility, but advisors know they need to stay the course
RETIREMENT PLANNING JUL 15, 2025
Clients are nervous about volatility, but advisors know they need to stay the course

Survey reveals how cutting through the noise is advisors' superpower.

By Steve Randall
Why the 'forgotten generation' is a powerful force in wealth management, consumerism
RETIREMENT PLANNING JUL 15, 2025
Why the 'forgotten generation' is a powerful force in wealth management, consumerism

Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.

By Steve Randall
Blue Owl Capital, Voya strike private market partnership for retirement plans
RETIREMENT PLANNING JUL 14, 2025
Blue Owl Capital, Voya strike private market partnership for retirement plans

The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.

By Leo Almazora
Senator Warren presses Empower for more details on PE in 401(k) plans
RETIREMENT PLANNING JUL 14, 2025
Senator Warren presses Empower for more details on PE in 401(k) plans

The Democrat from Massachusetts is pushing the retirement plan giant to explain how it would protect participants from risks linked to private markets.

By Leo Almazora
Small business owners feeling pressure from economy, succession gaps and AI stress
RETIREMENT PLANNING JUL 14, 2025
Small business owners feeling pressure from economy, succession gaps and AI stress

More than one-third of small business owners plan to sell in the next year, as inflation concerns and tariff pressures compound exit planning gaps.

By Leo Almazora
Investor anxiety hits six-year high amid market turmoil, Allianz finds
RETIREMENT PLANNING JUL 11, 2025
Investor anxiety hits six-year high amid market turmoil, Allianz finds

New survey reveals heightened investor concern over market volatility, retirement readiness, and the impact of tariffs on living costs.

By Leo Almazora
What does it take to feel 'financially comfortable' or 'wealthy' in 2025?
RETIREMENT PLANNING JUL 10, 2025
What does it take to feel 'financially comfortable' or 'wealthy' in 2025?

New report shines a light on how Americans view wealth today.

By Steve Randall
Retirement delays, Social Security fears prompt advisors to rethink income strategies
RETIREMENT PLANNING JUL 09, 2025
Retirement delays, Social Security fears prompt advisors to rethink income strategies

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.

By Leo Almazora
Empower defends private market access in 401(k)s in response to Warren scrutiny
RETIREMENT PLANNING JUL 09, 2025
Empower defends private market access in 401(k)s in response to Warren scrutiny

Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.

By Leo Almazora
One in five Americans expect an inheritance. Are too many relying on it?
RETIREMENT PLANNING JUL 08, 2025
One in five Americans expect an inheritance. Are too many relying on it?

Research reveals expectation could be replaced by disappointment.

By Steve Randall
Women are wealthier than ever, so why do so many feel financially insecure?
RETIREMENT PLANNING JUL 08, 2025
Women are wealthier than ever, so why do so many feel financially insecure?

InvestmentNews talks to Citi's Judi Leahy about what's driving the fear.

By Steve Randall
Corporate pension surpluses continue to grow, second quarter stats reveal
RETIREMENT PLANNING JUL 02, 2025
Corporate pension surpluses continue to grow, second quarter stats reveal

Three separate reports support positive outlook for plans.

By Steve Randall
Capital Group extends retirement plan services further with a focus on advisors
RETIREMENT PLANNING JUN 30, 2025
Capital Group extends retirement plan services further with a focus on advisors

The latest updates to its recordkeeping platform, including a solution originally developed for one large 20,000-advisor client, take aim at the small to medium-sized business space.

By Leo Almazora
Why RIAs are the next growth frontier for annuities
RETIREMENT PLANNING JUN 30, 2025
Why RIAs are the next growth frontier for annuities

David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.

By Leo Almazora
Black Americans’ retirement needs highlight importance of bespoke approach to planning
RETIREMENT PLANNING JUN 26, 2025
Black Americans’ retirement needs highlight importance of bespoke approach to planning

Report highlights specific financial challenges faced by significant cohort.

By Steve Randall
Who's still falling behind? Vanguard report shows retirement divide despite record participation
RETIREMENT PLANNING JUN 25, 2025
Who's still falling behind? Vanguard report shows retirement divide despite record participation

Despite record plan participation, many workers remain at risk of inadequate retirement savings as Social Security's future grows more uncertain.

By Leo Almazora