Retirement Planning

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The benefits of including annuities as an RIA
RETIREMENT RIAS JUL 16, 2024
The benefits of including annuities as an RIA

Annuities generate and increase revenue, and provide structural advantages, DPL founder and CEO says.

DOL is overreaching its authority again, fiduciary rule critics tell Texas federal court
RETIREMENT RETIREMENT PLANNING JUL 16, 2024
DOL is overreaching its authority again, fiduciary rule critics tell Texas federal court

Representatives of life insurance and annuity issuers argue the labor department’s defense suffers the same weaknesses as its 2016 predecessor.

Peak 65 women face outsized retirement risks, says the Alliance for Lifetime Income
RETIREMENT RETIREMENT PLANNING JUL 16, 2024
Peak 65 women face outsized retirement risks, says the Alliance for Lifetime Income

Research finds women more financially vulnerable as they have less assets and benefits in their peak retirement years compared to men.

Osaic beefs up its retirement income planning platform
RETIREMENT RETIREMENT PLANNING JUL 15, 2024
Osaic beefs up its retirement income planning platform

With more than $4b in retirement assets planned per year, the firm is putting even more advanced strategies within advisors’ reach.

Inflation has hit hard for nearly half of older adults
RETIREMENT RETIREMENT PLANNING JUL 12, 2024
Inflation has hit hard for nearly half of older adults

New research finds nine-tenths of adults aged 50 and older have felt its impact in the past year, with some cohorts reporting an outsized burden.

The workplace: A goldmine for advisors seeking new assets
RETIREMENT OPINION JUL 11, 2024
The workplace: A goldmine for advisors seeking new assets

More than a third of financial assets are currently in workplace retirement accounts, creating a rich pool of opportunity for future-focused advisors.

US retirement confidence rises, but some groups less upbeat
RETIREMENT RETIREMENT PLANNING JUL 11, 2024
US retirement confidence rises, but some groups less upbeat

BlackRock survey exposes gender and generation gaps even as six-tenths of workplace savers feel financially on track.

Americans with advisors feel more ready to retire, finds Northwestern Mutual
RETIREMENT RETIREMENT PLANNING JUL 10, 2024
Americans with advisors feel more ready to retire, finds Northwestern Mutual

Survey research showcases the value of financial advice for high-net-worth individuals, Black Americans, and next-gen investors.

Client understanding last piece of the puzzle 
RETIREMENT RETIREMENT PLANNING JUL 09, 2024
Client understanding last piece of the puzzle 

‘I feel like the industry is way ahead of where Americans are in the discussion of retirement income,” says SageView advisor.

Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling
RETIREMENT RETIREMENT PLANNING JUL 08, 2024
Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling

A New Orleans-based appeals court is set to decide on a DOL rule that could impact $12T and more than 150 million workers and retirees in retirement plans.

Mortgage and credit card debt a reality for over a quarter of retired investors
RETIREMENT RETIREMENT PLANNING JUL 08, 2024
Mortgage and credit card debt a reality for over a quarter of retired investors

More retirees are discarding traditional strategies as higher expenses and obligations put them on the financial back foot.

Gen X could get trillions in inheritance over 10 years
RETIREMENT RETIREMENT PLANNING JUL 03, 2024
Gen X could get trillions in inheritance over 10 years

Advisors have opportunities to help clients and their children handle wealth transfer.

One-third of healthcare workers aren’t confident about retirement
RETIREMENT RETIREMENT PLANNING JUL 02, 2024
One-third of healthcare workers aren’t confident about retirement

Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.

Retirees spend twice as much when they have guaranteed income, research finds
RETIREMENT RETIREMENT PLANNING JUL 01, 2024
Retirees spend twice as much when they have guaranteed income, research finds

Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.

New fiscal spending bill threatens DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING JUN 27, 2024
New fiscal spending bill threatens DOL fiduciary rule

The proposed legislation governing funds for fiscal year 2025 would hamper the agency’s ability to administer, implement, or enforce the rule.

Most workers have a workplace retirement savings plan, but is it enough?
RETIREMENT RETIREMENT PLANNING JUN 26, 2024
Most workers have a workplace retirement savings plan, but is it enough?

TCRS report finds widespread risk of a less-than-secure retirement.

SageView teams up with Transamerica on pooled retirement plan solutions
RETIREMENT RIAS JUN 25, 2024
SageView teams up with Transamerica on pooled retirement plan solutions

The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.

Retirement worries span market performance and the election
RETIREMENT RETIREMENT PLANNING JUN 25, 2024
Retirement worries span market performance and the election

Nearly 90 percent of people told Schroders they are worried about the presidential election, and savers are overweighted in cash, the company found.

Cost of living remains a concern for workers, retirement confidence declining
RETIREMENT RETIREMENT PLANNING JUN 25, 2024
Cost of living remains a concern for workers, retirement confidence declining

Working Americans need more financial wellbeing support from employers.

With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis
RETIREMENT RETIREMENT PLANNING JUN 24, 2024
With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis

Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.